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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 | $54,992 | $72,027-23.7% | $185,861-70.4% | $79,856-31.1% |
| Participation rate | 66.7% | 65.8%+0.9pp | 78.0%-11.4pp | 69.6%-3.0pp |
| Annual return | 17.74% | 23.13%-5.4pp | 35.96%-18.2pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,486 | $1,965-24.4% | $4,088-63.6% | $2,471-39.9% |
| Participant deferral / active EE | $2,585 | $3,780-31.6% | $5,634-54.1% | $3,741-30.9% |
| Admin fee / account holder | $4,831 | $4,513+7.0% | $9,503-49.2% | $5,306-9.0% |