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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 | $65,828 | $60,442+8.9% | $96,754-32.0% | $87,485-24.8% |
| Participation rate | 60.2% | 58.7%+1.5pp | 70.3%-10.1pp | 68.9%-8.7pp |
| Annual return | 17.30% | 21.97%-4.7pp | 82.04%-64.7pp | 26.06%-8.8pp |
| Employer contribution / active EE | $1,676 | $1,691-0.9% | $2,679-37.5% | $2,596-35.5% |
| Participant deferral / active EE | $2,839 | $3,280-13.5% | $4,758-40.3% | $4,274-33.6% |
| Admin fee / account holder | $497 | $5,069-90.2% | $8,905-94.4% | $7,775-93.6% |