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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 | $13,855 | $56,063-75.3% | $76,051-81.8% | $80,911-82.9% |
| Participation rate | 63.2% | 62.0%+1.1pp | 69.1%-5.9pp | 67.6%-4.5pp |
| Annual return | 14.51% | 20.54%-6.0pp | 360.42%-345.9pp | 35.63%-21.1pp |
| Employer contribution / active EE | $1,844 | $1,874-1.6% | $2,690-31.5% | $2,756-33.1% |
| Participant deferral / active EE | $3,642 | $3,052+19.3% | $4,257-14.5% | $4,297-15.2% |
| Admin fee / account holder | $5,519 | $5,240+5.3% | $6,416-14.0% | $6,935-20.4% |