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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 | $63,383 | $57,140+10.9% | $85,240-25.6% | $80,959-21.7% |
| Participation rate | 50.0% | 56.4%-6.4pp | 67.5%-17.5pp | 67.7%-17.7pp |
| Annual return | 13.31% | 21.71%-8.4pp | 66.75%-53.4pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,474 | $1,802-18.2% | $2,735-46.1% | $2,757-46.5% |
| Participant deferral / active EE | $3,811 | $3,115+22.3% | $4,527-15.8% | $4,300-11.4% |
| Admin fee / account holder | $2,142 | $4,992-57.1% | $6,165-65.3% | $6,925-69.1% |