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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 | $57,689 | $54,763+5.3% | $90,324-36.1% | $72,976-20.9% |
| Participation rate | 53.4% | 65.2%-11.7pp | 73.3%-19.9pp | 69.5%-16.1pp |
| Annual return | 24.03% | 30.63%-6.6pp | 78.15%-54.1pp | 81.02%-57.0pp |
| Employer contribution / active EE | $1,902 | $2,093-9.1% | $2,856-33.4% | $2,440-22.1% |
| Participant deferral / active EE | $3,849 | $2,887+33.3% | $3,885-0.9% | $3,608+6.7% |
| Admin fee / account holder | $9,022 | $3,973+127.0% | $5,356+68.4% | $5,124+76.1% |