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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 | $27,215 | $43,075-36.8% | $74,577-63.5% | $62,881-56.7% |
| Participation rate | 60.9% | 58.1%+2.9pp | 68.1%-7.2pp | 69.3%-8.4pp |
| Annual return | 8.55% | 17.50%-8.9pp | 20.47%-11.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,883 | $1,498+25.8% | $2,525-25.4% | $2,281-17.4% |
| Participant deferral / active EE | $5,344 | $2,389+123.7% | $3,458+54.5% | $3,203+66.9% |
| Admin fee / account holder | $1,834 | $2,840-35.4% | $4,138-55.7% | $4,296-57.3% |