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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 | $61,821 | $55,457+11.5% | $77,361-20.1% | $94,015-34.2% |
| Participation rate | 58.8% | 69.8%-11.0pp | 75.0%-16.1pp | 70.8%-12.0pp |
| Annual return | 13.04% | 15.57%-2.5pp | 1011.54%-998.5pp | 17.84%-4.8pp |
| Employer contribution / active EE | $734 | $2,255-67.4% | $2,990-75.5% | $2,790-73.7% |
| Participant deferral / active EE | $3,055 | $3,069-0.5% | $3,911-21.9% | $4,249-28.1% |
| Admin fee / account holder | $5,634 | $4,334+30.0% | $5,894-4.4% | $8,951-37.1% |