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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 | $78,651 | $58,627+34.2% | $76,735+2.5% | $82,448-4.6% |
| Participation rate | 59.6% | 63.2%-3.6pp | 69.5%-9.9pp | 68.1%-8.4pp |
| Annual return | 13.54% | 39.10%-25.6pp | 29.77%-16.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,588 | $1,729-8.2% | $2,454-35.3% | $2,551-37.8% |
| Participant deferral / active EE | $2,352 | $3,134-24.9% | $4,088-42.5% | $4,139-43.2% |
| Admin fee / account holder | $1,848 | $5,323-65.3% | $7,189-74.3% | $7,234-74.5% |