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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 | $61,518 | $57,140+7.7% | $85,240-27.8% | $80,959-24.0% |
| Participation rate | 60.0% | 56.4%+3.6pp | 67.5%-7.5pp | 67.7%-7.7pp |
| Annual return | 12.37% | 21.71%-9.3pp | 66.75%-54.4pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,167 | $1,802-35.2% | $2,735-57.3% | $2,757-57.7% |
| Participant deferral / active EE | $2,465 | $3,115-20.9% | $4,527-45.5% | $4,300-42.7% |
| Admin fee / account holder | $731 | $4,992-85.3% | $6,165-88.1% | $6,925-89.4% |