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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 | $59,644 | $76,407-21.9% | $150,298-60.3% | $82,448-27.7% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 16.93% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,770 | $2,614-32.3% | $4,154-57.4% | $2,551-30.6% |
| Participant deferral / active EE | $2,644 | $3,214-17.7% | $5,453-51.5% | $4,139-36.1% |
| Admin fee / account holder | $6,244 | $6,352-1.7% | $14,116-55.8% | $7,234-13.7% |