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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 | $51,772 | $52,279-1.0% | $89,414-42.1% | $79,852-35.2% |
| Participation rate | 65.5% | 57.5%+8.0pp | 68.0%-2.5pp | 69.6%-4.1pp |
| Annual return | 18.91% | 22.16%-3.3pp | 245.50%-226.6pp | 31.72%-12.8pp |
| Employer contribution / active EE | $1,354 | $1,572-13.8% | $2,586-47.6% | $2,471-45.2% |
| Participant deferral / active EE | $1,687 | $2,740-38.4% | $3,890-56.6% | $3,740-54.9% |
| Admin fee / account holder | $4,199 | $3,356+25.1% | $4,883-14.0% | $5,306-20.9% |