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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 | $54,349 | $54,117+0.4% | $135,768-60.0% | $65,306-16.8% |
| Participation rate | 53.1% | 48.7%+4.5pp | 71.1%-18.0pp | 57.7%-4.5pp |
| Annual return | 19.34% | 21.76%-2.4pp | 526.10%-506.8pp | 21.94%-2.6pp |
| Employer contribution / active EE | $1,558 | $1,029+51.3% | $3,394-54.1% | $1,967-20.8% |
| Participant deferral / active EE | $3,904 | $2,395+63.0% | $3,977-1.8% | $2,959+31.9% |
| Admin fee / account holder | $3,900 | $4,541-14.1% | $7,048-44.7% | $3,480+12.1% |