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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 | $48,832 | $81,331-40.0% | $155,534-68.6% | $80,935-39.7% |
| Participation rate | 69.2% | 66.3%+3.0pp | 78.2%-9.0pp | 67.7%+1.6pp |
| Annual return | 19.34% | 33.37%-14.0pp | 64.92%-45.6pp | 35.66%-16.3pp |
| Employer contribution / active EE | $1,800 | $3,105-42.0% | $4,675-61.5% | $2,757-34.7% |
| Participant deferral / active EE | $3,550 | $3,454+2.8% | $5,630-37.0% | $4,299-17.4% |
| Admin fee / account holder | $1,543 | $7,999-80.7% | $15,900-90.3% | $6,924-77.7% |