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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 | $114,712-50.3% | $173,730-67.2% | $87,485-34.9% |
| Participation rate | 60.0% | 73.0%-13.0pp | 79.6%-19.6pp | 68.9%-8.9pp |
| Annual return | 26.41% | 20.18%+6.2pp | 19.96%+6.5pp | 26.06%+0.3pp |
| Employer contribution / active EE | $1,873 | $2,904-35.5% | $4,577-59.1% | $2,596-27.9% |
| Participant deferral / active EE | $4,300 | $4,642-7.4% | $6,326-32.0% | $4,274+0.6% |
| Admin fee / account holder | $911 | $10,210-91.1% | $17,523-94.8% | $7,775-88.3% |