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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 | $53,831 | $47,848+12.5% | $81,473-33.9% | $70,126-23.2% |
| Participation rate | 60.7% | 58.3%+2.4pp | 68.0%-7.2pp | 69.5%-8.8pp |
| Annual return | 18.77% | 27.25%-8.5pp | 38.78%-20.0pp | 73.15%-54.4pp |
| Employer contribution / active EE | $3,017 | $1,527+97.6% | $2,568+17.5% | $2,343+28.8% |
| Participant deferral / active EE | $4,404 | $2,453+79.5% | $3,537+24.5% | $3,332+32.2% |
| Admin fee / account holder | $1,904 | $3,145-39.5% | $4,561-58.3% | $4,645-59.0% |