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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 | $63,354 | $57,140+10.9% | $85,240-25.7% | $80,959-21.7% |
| Participation rate | 58.3% | 56.4%+1.9pp | 67.5%-9.2pp | 67.7%-9.3pp |
| Annual return | 10.80% | 21.71%-10.9pp | 66.75%-56.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,043 | $1,802-42.1% | $2,735-61.9% | $2,757-62.2% |
| Participant deferral / active EE | $2,691 | $3,115-13.6% | $4,527-40.6% | $4,300-37.4% |
| Admin fee / account holder | $2,297 | $4,992-54.0% | $6,165-62.7% | $6,925-66.8% |