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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 | $56,127 | $75,058-25.2% | $152,301-63.1% | $64,340-12.8% |
| Participation rate | 58.9% | 60.9%-2.0pp | 82.4%-23.5pp | 55.2%+3.7pp |
| Annual return | 15.87% | 29.93%-14.1pp | 80.50%-64.6pp | 24.14%-8.3pp |
| Employer contribution / active EE | $1,848 | $2,605-29.0% | $4,624-60.0% | $1,862-0.7% |
| Participant deferral / active EE | $3,583 | $5,041-28.9% | $8,004-55.2% | $2,980+20.2% |
| Admin fee / account holder | $27,242 | $4,050+572.6% | $14,398+89.2% | $3,703+635.8% |