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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 | $56,432 | $56,060+0.7% | $76,002-25.7% | $80,874-30.2% |
| Participation rate | 38.0% | 62.0%-24.0pp | 69.1%-31.1pp | 67.6%-29.6pp |
| Annual return | 17.11% | 20.54%-3.4pp | 360.07%-343.0pp | 35.62%-18.5pp |
| Employer contribution / active EE | $1,115 | $1,873-40.5% | $2,688-58.5% | $2,756-59.6% |
| Participant deferral / active EE | $3,427 | $3,051+12.3% | $4,257-19.5% | $4,297-20.2% |
| Admin fee / account holder | $6,873 | $5,237+31.2% | $6,414+7.2% | $6,935-0.9% |