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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 | $60,544 | $83,485-27.5% | $125,192-51.6% | $72,975-17.0% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.5%-9.5pp |
| Annual return | 19.20% | 25.77%-6.6pp | 43.79%-24.6pp | 81.01%-61.8pp |
| Employer contribution / active EE | $1,338 | $2,346-43.0% | $3,866-65.4% | $2,440-45.2% |
| Participant deferral / active EE | $3,868 | $3,586+7.8% | $4,937-21.7% | $3,608+7.2% |
| Admin fee / account holder | $596 | $5,518-89.2% | $9,704-93.9% | $5,124-88.4% |