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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 | $43,907 | $57,140-23.2% | $85,240-48.5% | $80,959-45.8% |
| Participation rate | 61.1% | 56.4%+4.6pp | 67.5%-6.5pp | 67.7%-6.6pp |
| Annual return | 11.33% | 21.71%-10.4pp | 66.75%-55.4pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,453 | $1,802-19.3% | $2,735-46.9% | $2,757-47.3% |
| Participant deferral / active EE | $2,209 | $3,115-29.1% | $4,527-51.2% | $4,300-48.6% |
| Admin fee / account holder | $5,375 | $4,992+7.7% | $6,165-12.8% | $6,925-22.4% |