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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 | $50,725 | $54,541-7.0% | $78,778-35.6% | $70,126-27.7% |
| Participation rate | 60.0% | 60.8%-0.8pp | 69.2%-9.2pp | 69.5%-9.5pp |
| Annual return | 13.86% | 21.07%-7.2pp | 35.62%-21.8pp | 73.15%-59.3pp |
| Employer contribution / active EE | $487 | $1,089-55.2% | $1,986-75.5% | $2,343-79.2% |
| Participant deferral / active EE | $3,033 | $2,210+37.2% | $2,958+2.5% | $3,332-9.0% |
| Admin fee / account holder | $3,352 | $3,709-9.6% | $5,134-34.7% | $4,645-27.9% |