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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 | $68,439 | $65,027+5.2% | $90,970-24.8% | $79,852-14.3% |
| Participation rate | 64.4% | 61.6%+2.8pp | 69.0%-4.6pp | 69.6%-5.2pp |
| Annual return | 13.20% | 30.45%-17.3pp | 134.58%-121.4pp | 31.72%-18.5pp |
| Employer contribution / active EE | $1,683 | $1,247+34.9% | $2,122-20.7% | $2,471-31.9% |
| Participant deferral / active EE | $2,522 | $2,512+0.4% | $3,373-25.3% | $3,740-32.6% |
| Admin fee / account holder | $2,314 | $4,535-49.0% | $5,960-61.2% | $5,306-56.4% |