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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 | $59,563 | $55,902+6.5% | $76,030-21.7% | $80,959-26.4% |
| Participation rate | 43.5% | 62.1%-18.6pp | 69.1%-25.6pp | 67.7%-24.2pp |
| Annual return | 15.30% | 20.59%-5.3pp | 361.54%-346.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,523 | $1,867-18.4% | $2,688-43.3% | $2,757-44.8% |
| Participant deferral / active EE | $3,816 | $3,051+25.1% | $4,257-10.4% | $4,300-11.3% |
| Admin fee / account holder | $3,839 | $5,239-26.7% | $6,421-40.2% | $6,925-44.6% |