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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 | $61,306 | $65,364-6.2% | $92,909-34.0% | $72,975-16.0% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 21.52% | 42.11%-20.6pp | 109.44%-87.9pp | 81.01%-59.5pp |
| Employer contribution / active EE | $1,282 | $2,594-50.6% | $3,653-64.9% | $2,440-47.5% |
| Participant deferral / active EE | $1,809 | $3,128-42.2% | $4,238-57.3% | $3,608-49.9% |
| Admin fee / account holder | $6,562 | $4,251+54.4% | $5,795+13.2% | $5,124+28.1% |