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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 | $41,929 | $57,073-26.5% | $85,126-50.7% | $80,925-48.2% |
| Participation rate | 60.0% | 56.4%+3.6pp | 67.5%-7.5pp | 67.7%-7.7pp |
| Annual return | 16.01% | 21.69%-5.7pp | 66.63%-50.6pp | 35.65%-19.6pp |
| Employer contribution / active EE | $1,720 | $1,801-4.5% | $2,731-37.0% | $2,756-37.6% |
| Participant deferral / active EE | $2,586 | $3,113-16.9% | $4,523-42.8% | $4,299-39.8% |
| Admin fee / account holder | $3,315 | $4,988-33.5% | $6,160-46.2% | $6,940-52.2% |