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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 | $57,332 | $83,898-31.7% | $133,346-57.0% | $94,015-39.0% |
| Participation rate | 64.3% | 63.4%+0.9pp | 72.8%-8.6pp | 70.8%-6.5pp |
| Annual return | 12.53% | 16.00%-3.5pp | 36.85%-24.3pp | 17.84%-5.3pp |
| Employer contribution / active EE | $4,257 | $1,821+133.8% | $2,853+49.2% | $2,790+52.6% |
| Participant deferral / active EE | $2,528 | $3,245-22.1% | $4,332-41.6% | $4,249-40.5% |
| Admin fee / account holder | $972 | $7,809-87.6% | $14,264-93.2% | $8,951-89.1% |