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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 | $54,804 | $58,493-6.3% | $84,021-34.8% | $72,975-24.9% |
| Participation rate | 52.3% | 61.2%-8.9pp | 69.0%-16.7pp | 69.5%-17.2pp |
| Annual return | 23.76% | 28.93%-5.2pp | 71.32%-47.6pp | 81.01%-57.3pp |
| Employer contribution / active EE | $1,554 | $1,163+33.6% | $1,984-21.7% | $2,440-36.3% |
| Participant deferral / active EE | $2,862 | $2,394+19.6% | $3,239-11.6% | $3,608-20.7% |
| Admin fee / account holder | $1,634 | $4,569-64.2% | $6,102-73.2% | $5,124-68.1% |