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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 | $59,118 | $51,207+15.4% | $70,565-16.2% | $75,177-21.4% |
| Participation rate | 40.0% | 61.0%-21.0pp | 68.4%-28.4pp | 67.2%-27.2pp |
| Annual return | 21.91% | 30.05%-8.1pp | 32.79%-10.9pp | 160.75%-138.8pp |
| Employer contribution / active EE | $1,568 | $1,826-14.2% | $2,976-47.3% | $2,671-41.3% |
| Participant deferral / active EE | $2,767 | $2,850-2.9% | $4,568-39.4% | $4,126-32.9% |
| Admin fee / account holder | $8,701 | $4,097+112.4% | $6,430+35.3% | $5,651+54.0% |