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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 | $52,730 | $71,230-26.0% | $93,727-43.7% | $80,959-34.9% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.0pp | 67.7%-1.0pp |
| Annual return | 14.03% | 11.26%+2.8pp | 133.83%-119.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,188 | $1,565-24.1% | $2,421-50.9% | $2,757-56.9% |
| Participant deferral / active EE | $4,754 | $4,037+17.7% | $4,417+7.6% | $4,300+10.5% |
| Admin fee / account holder | $3,300 | $6,961-52.6% | $8,292-60.2% | $6,925-52.3% |