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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 | $55,762 | $63,354-12.0% | $94,105-40.7% | $82,637-32.5% |
| Participation rate | 69.2% | 63.8%+5.4pp | 71.9%-2.7pp | 68.1%+1.2pp |
| Annual return | 17.40% | 34.36%-17.0pp | 204.55%-187.2pp | 53.51%-36.1pp |
| Employer contribution / active EE | $2,261 | $1,760+28.5% | $2,504-9.7% | $2,552-11.4% |
| Participant deferral / active EE | $2,626 | $2,873-8.6% | $3,881-32.3% | $4,126-36.4% |
| Admin fee / account holder | $1,914 | $5,073-62.3% | $6,199-69.1% | $7,339-73.9% |