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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 | $70,348 | $57,073+23.3% | $85,126-17.4% | $80,925-13.1% |
| Participation rate | 56.9% | 56.4%+0.5pp | 67.5%-10.6pp | 67.7%-10.7pp |
| Annual return | 26.46% | 21.69%+4.8pp | 66.63%-40.2pp | 35.65%-9.2pp |
| Employer contribution / active EE | $1,811 | $1,801+0.6% | $2,731-33.7% | $2,756-34.3% |
| Participant deferral / active EE | $2,736 | $3,113-12.1% | $4,523-39.5% | $4,299-36.3% |
| Admin fee / account holder | $4,641 | $4,988-7.0% | $6,160-24.7% | $6,940-33.1% |