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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 | $56,711 | $95,404-40.6% | $113,397-50.0% | $82,637-31.4% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.5%-16.5pp | 68.1%-8.1pp |
| Annual return | 22.63% | 19.08%+3.6pp | 23.20%-0.6pp | 53.51%-30.9pp |
| Employer contribution / active EE | $1,699 | $2,307-26.3% | $2,977-42.9% | $2,552-33.4% |
| Participant deferral / active EE | $3,525 | $4,220-16.5% | $5,076-30.6% | $4,126-14.6% |
| Admin fee / account holder | $7,121 | $9,168-22.3% | $11,957-40.4% | $7,339-3.0% |