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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 | $52,133 | $51,638+1.0% | $68,368-23.7% | $82,448-36.8% |
| Participation rate | 62.5% | 63.6%-1.1pp | 73.8%-11.3pp | 68.1%-5.6pp |
| Annual return | 16.41% | 37.53%-21.1pp | 292.57%-276.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,632 | $2,047-20.3% | $2,649-38.4% | $2,551-36.0% |
| Participant deferral / active EE | $3,568 | $2,914+22.5% | $4,123-13.5% | $4,139-13.8% |
| Admin fee / account holder | $7,432 | $4,643+60.1% | $5,150+44.3% | $7,234+2.7% |