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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 | $65,813 | $52,279+25.9% | $89,414-26.4% | $79,852-17.6% |
| Participation rate | 55.8% | 57.5%-1.8pp | 68.0%-12.2pp | 69.6%-13.9pp |
| Annual return | 13.45% | 22.16%-8.7pp | 245.50%-232.1pp | 31.72%-18.3pp |
| Employer contribution / active EE | $1,309 | $1,572-16.7% | $2,586-49.4% | $2,471-47.0% |
| Participant deferral / active EE | $3,049 | $2,740+11.3% | $3,890-21.6% | $3,740-18.5% |
| Admin fee / account holder | $3,642 | $3,356+8.5% | $4,883-25.4% | $5,306-31.4% |