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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 | $48,166 | $71,215-32.4% | $93,696-48.6% | $80,935-40.5% |
| Participation rate | 63.9% | 60.4%+3.5pp | 68.7%-4.8pp | 67.7%-3.8pp |
| Annual return | 20.93% | 11.27%+9.7pp | 133.74%-112.8pp | 35.66%-14.7pp |
| Employer contribution / active EE | $1,160 | $1,565-25.9% | $2,422-52.1% | $2,757-57.9% |
| Participant deferral / active EE | $5,055 | $4,037+25.2% | $4,417+14.5% | $4,299+17.6% |
| Admin fee / account holder | $1,417 | $6,958-79.6% | $8,287-82.9% | $6,924-79.5% |