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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 | $58,972 | $48,364+21.9% | $71,796-17.9% | $62,881-6.2% |
| Participation rate | 64.9% | 60.6%+4.2pp | 69.1%-4.2pp | 69.3%-4.4pp |
| Annual return | 7.65% | 13.16%-5.5pp | 78.04%-70.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $894 | $1,042-14.2% | $1,924-53.6% | $2,281-60.8% |
| Participant deferral / active EE | $2,731 | $2,091+30.6% | $2,794-2.3% | $3,203-14.7% |
| Admin fee / account holder | $1,354 | $3,771-64.1% | $4,815-71.9% | $4,296-68.5% |