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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 | $60,565 | $62,672-3.4% | $185,117-67.3% | $70,126-13.6% |
| Participation rate | 54.7% | 63.8%-9.0pp | 77.3%-22.5pp | 69.5%-14.8pp |
| Annual return | 21.27% | 40.79%-19.5pp | 40.50%-19.2pp | 73.15%-51.9pp |
| Employer contribution / active EE | $1,605 | $1,753-8.4% | $4,182-61.6% | $2,343-31.5% |
| Participant deferral / active EE | $2,841 | $3,272-13.2% | $5,045-43.7% | $3,332-14.7% |
| Admin fee / account holder | $3,208 | $3,932-18.4% | $8,159-60.7% | $4,645-31.0% |