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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 | $51,267 | $46,599+10.0% | $64,101-20.0% | $75,173-31.8% |
| Participation rate | 64.8% | 65.9%-1.1pp | 72.3%-7.5pp | 67.2%-2.4pp |
| Annual return | 13.76% | 26.06%-12.3pp | 33.72%-20.0pp | 160.72%-147.0pp |
| Employer contribution / active EE | $1,362 | $1,975-31.0% | $2,749-50.4% | $2,671-49.0% |
| Participant deferral / active EE | $3,486 | $2,837+22.9% | $3,881-10.2% | $4,126-15.5% |
| Admin fee / account holder | $7,786 | $2,956+163.4% | $3,070+153.6% | $5,651+37.8% |