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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 | $51,606+27.0% | $129,339-49.3% | $80,911-19.0% |
| Participation rate | 57.4% | 57.0%+0.5pp | 69.6%-12.2pp | 67.6%-10.2pp |
| Annual return | 12.29% | 20.76%-8.5pp | 9437.05%-9424.8pp | 35.63%-23.3pp |
| Employer contribution / active EE | $1,479 | $1,582-6.5% | $4,154-64.4% | $2,756-46.3% |
| Participant deferral / active EE | $5,071 | $2,669+90.0% | $4,170+21.6% | $4,297+18.0% |
| Admin fee / account holder | $6,672 | $4,310+54.8% | $7,668-13.0% | $6,935-3.8% |