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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 | $56,971 | $108,825-47.6% | $156,181-63.5% | $82,448-30.9% |
| Participation rate | 60.0% | 72.4%-12.4pp | 78.8%-18.8pp | 68.1%-8.1pp |
| Annual return | 26.41% | 20.59%+5.8pp | 64.87%-38.5pp | 41.64%-15.2pp |
| Employer contribution / active EE | $1,873 | $2,870-34.7% | $4,294-56.4% | $2,551-26.6% |
| Participant deferral / active EE | $4,300 | $4,577-6.1% | $6,132-29.9% | $4,139+3.9% |
| Admin fee / account holder | $911 | $9,341-90.2% | $14,586-93.8% | $7,234-87.4% |