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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 | $64,769 | $51,638+25.4% | $129,406-49.9% | $80,959-20.0% |
| Participation rate | 57.6% | 56.9%+0.6pp | 69.6%-12.1pp | 67.7%-10.1pp |
| Annual return | 17.02% | 20.78%-3.8pp | 9468.18%-9451.2pp | 35.67%-18.7pp |
| Employer contribution / active EE | $1,552 | $1,584-2.0% | $4,155-62.7% | $2,757-43.7% |
| Participant deferral / active EE | $3,719 | $2,670+39.3% | $4,167-10.7% | $4,300-13.5% |
| Admin fee / account holder | $5,587 | $4,313+29.5% | $7,689-27.3% | $6,925-19.3% |