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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 | $55,187 | $64,920-15.0% | $103,693-46.8% | $86,983-36.6% |
| Participation rate | 69.8% | 63.6%+6.2pp | 72.6%-2.8pp | 69.5%+0.3pp |
| Annual return | 16.06% | 30.29%-14.2pp | 47.61%-31.5pp | 25.83%-9.8pp |
| Employer contribution / active EE | $1,763 | $2,141-17.7% | $2,920-39.6% | $2,584-31.8% |
| Participant deferral / active EE | $2,582 | $3,241-20.3% | $4,579-43.6% | $4,194-38.4% |
| Admin fee / account holder | $1,031 | $6,191-83.3% | $7,858-86.9% | $7,856-86.9% |