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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 | $28,502 | $58,848-51.6% | $88,179-67.7% | $82,637-65.5% |
| Participation rate | 62.3% | 57.9%+4.4pp | 69.1%-6.9pp | 68.1%-5.8pp |
| Annual return | 16.38% | 22.76%-6.4pp | 64.97%-48.6pp | 53.51%-37.1pp |
| Employer contribution / active EE | $1,557 | $1,678-7.3% | $2,549-38.9% | $2,552-39.0% |
| Participant deferral / active EE | $3,552 | $3,124+13.7% | $4,614-23.0% | $4,126-13.9% |
| Admin fee / account holder | $1,246 | $4,795-74.0% | $7,673-83.8% | $7,339-83.0% |