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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 | $27,729 | $57,140-51.5% | $85,240-67.5% | $80,959-65.7% |
| Participation rate | 59.0% | 56.4%+2.6pp | 67.5%-8.6pp | 67.7%-8.7pp |
| Annual return | 17.76% | 21.71%-4.0pp | 66.75%-49.0pp | 35.67%-17.9pp |
| Employer contribution / active EE | $1,960 | $1,802+8.8% | $2,735-28.4% | $2,757-28.9% |
| Participant deferral / active EE | $3,578 | $3,115+14.9% | $4,527-21.0% | $4,300-16.8% |
| Admin fee / account holder | $1,588 | $4,992-68.2% | $6,165-74.2% | $6,925-77.1% |