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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 | $64,937 | $50,554+28.5% | $67,681-4.1% | $87,485-25.8% |
| Participation rate | 65.3% | 67.7%-2.4pp | 73.7%-8.5pp | 68.9%-3.7pp |
| Annual return | 14.65% | 17.81%-3.2pp | 590.58%-575.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,531 | $1,988-23.0% | $2,678-42.8% | $2,596-41.0% |
| Participant deferral / active EE | $3,044 | $2,961+2.8% | $3,976-23.4% | $4,274-28.8% |
| Admin fee / account holder | $973 | $4,132-76.4% | $6,100-84.0% | $7,775-87.5% |