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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 | $54,037 | $76,407-29.3% | $150,298-64.0% | $82,448-34.5% |
| Participation rate | 67.3% | 66.4%+0.9pp | 77.8%-10.5pp | 68.1%-0.8pp |
| Annual return | 20.38% | 39.99%-19.6pp | 62.79%-42.4pp | 41.64%-21.3pp |
| Employer contribution / active EE | $3,309 | $2,614+26.6% | $4,154-20.3% | $2,551+29.7% |
| Participant deferral / active EE | $6,331 | $3,214+97.0% | $5,453+16.1% | $4,139+53.0% |
| Admin fee / account holder | $2,674 | $6,352-57.9% | $14,116-81.1% | $7,234-63.0% |