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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 | $60,707 | $71,230-14.8% | $93,727-35.2% | $80,959-25.0% |
| Participation rate | 54.0% | 60.4%-6.4pp | 68.7%-14.7pp | 67.7%-13.7pp |
| Annual return | 13.94% | 11.26%+2.7pp | 133.83%-119.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,754 | $1,565+12.1% | $2,421-27.6% | $2,757-36.4% |
| Participant deferral / active EE | $2,107 | $4,037-47.8% | $4,417-52.3% | $4,300-51.0% |
| Admin fee / account holder | $4,169 | $6,961-40.1% | $8,292-49.7% | $6,925-39.8% |