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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 | $61,685 | $54,541+13.1% | $78,778-21.7% | $70,126-12.0% |
| Participation rate | 51.1% | 60.8%-9.7pp | 69.2%-18.1pp | 69.5%-18.5pp |
| Annual return | 14.88% | 21.07%-6.2pp | 35.62%-20.7pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,449 | $1,089+33.1% | $1,986-27.0% | $2,343-38.2% |
| Participant deferral / active EE | $3,814 | $2,210+72.6% | $2,958+28.9% | $3,332+14.5% |
| Admin fee / account holder | $1,243 | $3,709-66.5% | $5,134-75.8% | $4,645-73.2% |