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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 | $71,208-14.7% | $93,681-35.2% | $80,911-25.0% |
| Participation rate | 54.0% | 60.4%-6.4pp | 68.7%-14.7pp | 67.6%-13.6pp |
| Annual return | 13.94% | 11.27%+2.7pp | 133.47%-119.5pp | 35.63%-21.7pp |
| Employer contribution / active EE | $1,754 | $1,564+12.1% | $2,422-27.6% | $2,756-36.3% |
| Participant deferral / active EE | $2,107 | $4,035-47.8% | $4,415-52.3% | $4,297-51.0% |
| Admin fee / account holder | $4,169 | $6,951-40.0% | $8,290-49.7% | $6,935-39.9% |