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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 | $59,556 | $81,403-26.8% | $147,027-59.5% | $87,485-31.9% |
| Participation rate | 66.1% | 63.4%+2.6pp | 73.7%-7.7pp | 68.9%-2.9pp |
| Annual return | 15.36% | 16.51%-1.2pp | 20.23%-4.9pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,912 | $2,205-13.3% | $3,626-47.3% | $2,596-26.4% |
| Participant deferral / active EE | $2,514 | $3,315-24.2% | $4,933-49.0% | $4,274-41.2% |
| Admin fee / account holder | $4,441 | $6,755-34.2% | $12,223-63.7% | $7,775-42.9% |