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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 | $63,103 | $88,672-28.8% | $105,223-40.0% | $82,448-23.5% |
| Participation rate | 69.1% | 67.9%+1.2pp | 75.0%-6.0pp | 68.1%+1.0pp |
| Annual return | 18.32% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,393 | $3,048-54.3% | $3,689-62.2% | $2,551-45.4% |
| Participant deferral / active EE | $3,813 | $4,036-5.5% | $5,072-24.8% | $4,139-7.9% |
| Admin fee / account holder | $692 | $7,146-90.3% | $8,859-92.2% | $7,234-90.4% |