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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 | $54,731 | $80,985-32.4% | $96,576-43.3% | $75,181-27.2% |
| Participation rate | 69.2% | 71.8%-2.6pp | 76.0%-6.7pp | 67.2%+2.0pp |
| Annual return | 16.05% | 27.05%-11.0pp | 25.87%-9.8pp | 160.69%-144.6pp |
| Employer contribution / active EE | $2,131 | $2,282-6.6% | $2,965-28.1% | $2,671-20.2% |
| Participant deferral / active EE | $2,658 | $3,929-32.4% | $4,851-45.2% | $4,126-35.6% |
| Admin fee / account holder | $1,609 | $6,719-76.0% | $8,253-80.5% | $5,650-71.5% |