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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 | $58,108 | $80,674-28.0% | $119,126-51.2% | $64,340-9.7% |
| Participation rate | 57.9% | 55.2%+2.6pp | 75.8%-17.9pp | 55.2%+2.6pp |
| Annual return | 17.63% | 26.86%-9.2pp | 282.11%-264.5pp | 24.14%-6.5pp |
| Employer contribution / active EE | $1,728 | $2,564-32.6% | $4,034-57.2% | $1,862-7.2% |
| Participant deferral / active EE | $4,069 | $3,053+33.3% | $5,318-23.5% | $2,980+36.5% |
| Admin fee / account holder | $4,062 | $4,559-10.9% | $10,693-62.0% | $3,703+9.7% |