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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 | $65,950 | $59,335+11.2% | $129,031-48.9% | $69,733-5.4% |
| Participation rate | 35.5% | 43.3%-7.8pp | 73.4%-37.8pp | 62.5%-26.9pp |
| Annual return | 17.31% | 19.52%-2.2pp | 34.67%-17.4pp | 15.22%+2.1pp |
| Employer contribution / active EE | $1,143 | $1,639-30.2% | $3,226-64.6% | $2,250-49.2% |
| Participant deferral / active EE | $2,328 | $2,485-6.3% | $5,217-55.4% | $3,054-23.8% |
| Admin fee / account holder | $4,300 | $3,940+9.1% | $13,208-67.4% | $3,102+38.6% |