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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 | $58,088 | $48,284+20.3% | $67,524-14.0% | $80,911-28.2% |
| Participation rate | 60.4% | 66.4%-6.0pp | 72.9%-12.5pp | 67.6%-7.3pp |
| Annual return | 12.14% | 18.27%-6.1pp | 3519.41%-3507.3pp | 35.63%-23.5pp |
| Employer contribution / active EE | $3,471 | $2,021+71.7% | $2,734+27.0% | $2,756+26.0% |
| Participant deferral / active EE | $3,312 | $2,927+13.2% | $4,001-17.2% | $4,297-22.9% |
| Admin fee / account holder | $7,193 | $3,688+95.0% | $4,001+79.8% | $6,935+3.7% |