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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 | $58,848+26.0% | $88,179-15.9% | $82,637-10.2% |
| Participation rate | 59.5% | 57.9%+1.6pp | 69.1%-9.7pp | 68.1%-8.6pp |
| Annual return | 18.58% | 22.76%-4.2pp | 64.97%-46.4pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,065 | $1,678-36.6% | $2,549-58.2% | $2,552-58.3% |
| Participant deferral / active EE | $3,114 | $3,124-0.3% | $4,614-32.5% | $4,126-24.5% |
| Admin fee / account holder | $2,022 | $4,795-57.8% | $7,673-73.6% | $7,339-72.4% |