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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 | $66,191 | $57,140+15.8% | $85,240-22.3% | $80,959-18.2% |
| Participation rate | 64.3% | 56.4%+7.9pp | 67.5%-3.2pp | 67.7%-3.4pp |
| Annual return | 19.51% | 21.71%-2.2pp | 66.75%-47.2pp | 35.67%-16.2pp |
| Employer contribution / active EE | $1,049 | $1,802-41.8% | $2,735-61.7% | $2,757-62.0% |
| Participant deferral / active EE | $8,535 | $3,115+174.0% | $4,527+88.5% | $4,300+98.5% |
| Admin fee / account holder | $4,536 | $4,992-9.1% | $6,165-26.4% | $6,925-34.5% |