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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 | $61,056 | $54,541+11.9% | $78,778-22.5% | $70,124-12.9% |
| Participation rate | 60.0% | 60.8%-0.8pp | 69.2%-9.2pp | 69.5%-9.5pp |
| Annual return | 15.40% | 21.07%-5.7pp | 35.62%-20.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,592 | $1,089+46.3% | $1,986-19.8% | $2,342-32.0% |
| Participant deferral / active EE | $2,028 | $2,210-8.3% | $2,958-31.5% | $3,332-39.1% |
| Admin fee / account holder | $2,901 | $3,709-21.8% | $5,134-43.5% | $4,645-37.6% |