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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 | $56,227 | $51,642+8.9% | $129,384-56.5% | $80,935-30.5% |
| Participation rate | 60.6% | 56.9%+3.6pp | 69.6%-9.1pp | 67.7%-7.1pp |
| Annual return | 14.32% | 20.78%-6.5pp | 9461.77%-9447.5pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,035 | $1,583-34.6% | $4,153-75.1% | $2,757-62.4% |
| Participant deferral / active EE | $3,016 | $2,670+13.0% | $4,166-27.6% | $4,299-29.9% |
| Admin fee / account holder | $3,896 | $4,312-9.6% | $7,686-49.3% | $6,924-43.7% |