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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 | $60,927 | $60,442+0.8% | $96,754-37.0% | $87,485-30.4% |
| Participation rate | 54.2% | 58.7%-4.5pp | 70.3%-16.1pp | 68.9%-14.8pp |
| Annual return | 18.56% | 21.97%-3.4pp | 82.04%-63.5pp | 26.06%-7.5pp |
| Employer contribution / active EE | $2,829 | $1,691+67.3% | $2,679+5.6% | $2,596+8.9% |
| Participant deferral / active EE | $7,777 | $3,280+137.1% | $4,758+63.4% | $4,274+82.0% |
| Admin fee / account holder | $13,672 | $5,069+169.7% | $8,905+53.5% | $7,775+75.8% |