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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 | $51,302 | $71,197-27.9% | $93,669-45.2% | $80,925-36.6% |
| Participation rate | 64.3% | 60.4%+3.9pp | 68.7%-4.4pp | 67.7%-3.4pp |
| Annual return | 13.55% | 11.27%+2.3pp | 133.59%-120.0pp | 35.65%-22.1pp |
| Employer contribution / active EE | $1,856 | $1,565+18.6% | $2,424-23.4% | $2,756-32.7% |
| Participant deferral / active EE | $3,105 | $4,036-23.1% | $4,416-29.7% | $4,299-27.8% |
| Admin fee / account holder | $2,120 | $6,959-69.5% | $8,291-74.4% | $6,940-69.5% |