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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 | $57,073-23.1% | $85,126-48.4% | $80,925-45.7% |
| Participation rate | 61.1% | 56.4%+4.7pp | 67.5%-6.5pp | 67.7%-6.6pp |
| Annual return | 11.33% | 21.69%-10.4pp | 66.63%-55.3pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,453 | $1,801-19.3% | $2,731-46.8% | $2,756-47.3% |
| Participant deferral / active EE | $2,209 | $3,113-29.1% | $4,523-51.2% | $4,299-48.6% |
| Admin fee / account holder | $5,375 | $4,988+7.8% | $6,160-12.7% | $6,940-22.6% |