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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 | $71,271 | $81,331-12.4% | $155,534-54.2% | $80,935-11.9% |
| Participation rate | 69.9% | 66.3%+3.6pp | 78.2%-8.3pp | 67.7%+2.2pp |
| Annual return | 11.31% | 33.37%-22.1pp | 64.92%-53.6pp | 35.66%-24.4pp |
| Employer contribution / active EE | $1,063 | $3,105-65.8% | $4,675-77.3% | $2,757-61.4% |
| Participant deferral / active EE | $3,218 | $3,454-6.8% | $5,630-42.8% | $4,299-25.2% |
| Admin fee / account holder | $5,650 | $7,999-29.4% | $15,900-64.5% | $6,924-18.4% |