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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 | $45,957 | $57,061-19.5% | $85,063-46.0% | $80,911-43.2% |
| Participation rate | 57.1% | 56.3%+0.8pp | 67.5%-10.4pp | 67.6%-10.5pp |
| Annual return | 15.95% | 21.66%-5.7pp | 66.54%-50.6pp | 35.63%-19.7pp |
| Employer contribution / active EE | $2,534 | $1,799+40.9% | $2,727-7.1% | $2,756-8.1% |
| Participant deferral / active EE | $3,009 | $3,110-3.2% | $4,523-33.5% | $4,297-30.0% |
| Admin fee / account holder | $3,270 | $4,986-34.4% | $6,155-46.9% | $6,935-52.8% |