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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 | $60,505 | $51,222+18.1% | $70,544-14.2% | $75,173-19.5% |
| Participation rate | 49.3% | 61.0%-11.7pp | 68.4%-19.1pp | 67.2%-17.9pp |
| Annual return | 18.49% | 30.06%-11.6pp | 32.79%-14.3pp | 160.72%-142.2pp |
| Employer contribution / active EE | $1,434 | $1,827-21.5% | $2,976-51.8% | $2,671-46.3% |
| Participant deferral / active EE | $2,792 | $2,850-2.0% | $4,568-38.9% | $4,126-32.3% |
| Admin fee / account holder | $7,330 | $4,096+79.0% | $6,427+14.0% | $5,651+29.7% |