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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 | $37,446 | $52,279-28.4% | $89,414-58.1% | $79,852-53.1% |
| Participation rate | 69.5% | 57.5%+12.0pp | 68.0%+1.5pp | 69.6%-0.1pp |
| Annual return | 17.62% | 22.16%-4.5pp | 245.50%-227.9pp | 31.72%-14.1pp |
| Employer contribution / active EE | $1,789 | $1,572+13.8% | $2,586-30.8% | $2,471-27.6% |
| Participant deferral / active EE | $2,102 | $2,740-23.3% | $3,890-46.0% | $3,740-43.8% |
| Admin fee / account holder | $3,189 | $3,356-5.0% | $4,883-34.7% | $5,306-39.9% |