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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 | $80,332-27.7% | $107,187-45.8% | $64,097-9.3% |
| Participation rate | 57.9% | 54.4%+3.4pp | 75.0%-17.2pp | 55.2%+2.7pp |
| Annual return | 17.63% | 24.26%-6.6pp | 204.55%-186.9pp | 34.64%-17.0pp |
| Employer contribution / active EE | $1,728 | $2,501-30.9% | $3,782-54.3% | $1,891-8.6% |
| Participant deferral / active EE | $4,069 | $3,109+30.9% | $5,096-20.2% | $3,080+32.1% |
| Admin fee / account holder | $4,062 | $4,314-5.9% | $9,162-55.7% | $3,454+17.6% |