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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 | $74,177 | $60,442+22.7% | $96,754-23.3% | $87,485-15.2% |
| Participation rate | 59.5% | 58.7%+0.8pp | 70.3%-10.8pp | 68.9%-9.5pp |
| Annual return | 18.58% | 21.97%-3.4pp | 82.04%-63.5pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,065 | $1,691-37.0% | $2,679-60.3% | $2,596-59.0% |
| Participant deferral / active EE | $3,114 | $3,280-5.1% | $4,758-34.5% | $4,274-27.1% |
| Admin fee / account holder | $2,022 | $5,069-60.1% | $8,905-77.3% | $7,775-74.0% |