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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 | $56,561 | $72,486-22.0% | $87,103-35.1% | $72,976-22.5% |
| Participation rate | 54.3% | 72.8%-18.5pp | 76.9%-22.5pp | 69.5%-15.1pp |
| Annual return | 19.70% | 24.46%-4.8pp | 28.19%-8.5pp | 81.02%-61.3pp |
| Employer contribution / active EE | $1,762 | $1,894-7.0% | $2,521-30.1% | $2,440-27.8% |
| Participant deferral / active EE | $3,573 | $3,270+9.3% | $4,049-11.8% | $3,608-1.0% |
| Admin fee / account holder | $1,837 | $5,055-63.7% | $7,491-75.5% | $5,124-64.1% |