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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 | $65,530 | $51,638+26.9% | $129,406-49.4% | $80,959-19.1% |
| Participation rate | 57.4% | 56.9%+0.5pp | 69.6%-12.2pp | 67.7%-10.2pp |
| Annual return | 12.29% | 20.78%-8.5pp | 9468.18%-9455.9pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,479 | $1,584-6.6% | $4,155-64.4% | $2,757-46.4% |
| Participant deferral / active EE | $5,071 | $2,670+89.9% | $4,167+21.7% | $4,300+17.9% |
| Admin fee / account holder | $6,672 | $4,313+54.7% | $7,689-13.2% | $6,925-3.7% |