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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 | $52,430 | $81,358-35.6% | $155,556-66.3% | $80,959-35.2% |
| Participation rate | 66.7% | 66.3%+0.4pp | 78.2%-11.6pp | 67.7%-1.0pp |
| Annual return | 14.84% | 33.39%-18.6pp | 64.84%-50.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $1,725 | $3,106-44.5% | $4,675-63.1% | $2,757-37.4% |
| Participant deferral / active EE | $3,730 | $3,455+7.9% | $5,631-33.8% | $4,300-13.3% |
| Admin fee / account holder | $6,767 | $7,994-15.3% | $15,885-57.4% | $6,925-2.3% |