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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,679 | $56,060+10.0% | $76,002-18.8% | $80,874-23.7% |
| Participation rate | 40.6% | 62.0%-21.4pp | 69.1%-28.5pp | 67.6%-27.0pp |
| Annual return | 13.08% | 20.54%-7.5pp | 360.07%-347.0pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,158 | $1,873-38.2% | $2,688-56.9% | $2,756-58.0% |
| Participant deferral / active EE | $2,005 | $3,051-34.3% | $4,257-52.9% | $4,297-53.3% |
| Admin fee / account holder | $5,879 | $5,237+12.2% | $6,414-8.3% | $6,935-15.2% |