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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 | $52,879 | $56,063-5.7% | $76,051-30.5% | $80,911-34.6% |
| Participation rate | 62.2% | 62.0%+0.1pp | 69.1%-6.9pp | 67.6%-5.5pp |
| Annual return | 14.61% | 20.54%-5.9pp | 360.42%-345.8pp | 35.63%-21.0pp |
| Employer contribution / active EE | $1,578 | $1,874-15.8% | $2,690-41.3% | $2,756-42.7% |
| Participant deferral / active EE | $4,079 | $3,052+33.6% | $4,257-4.2% | $4,297-5.1% |
| Admin fee / account holder | $660 | $5,240-87.4% | $6,416-89.7% | $6,935-90.5% |