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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 | $54,100 | $78,690-31.2% | $161,489-66.5% | $87,485-38.2% |
| Participation rate | 69.7% | 67.5%+2.2pp | 78.7%-9.0pp | 68.9%+0.8pp |
| Annual return | 13.90% | 32.74%-18.8pp | 89.72%-75.8pp | 26.06%-12.2pp |
| Employer contribution / active EE | $2,082 | $2,588-19.6% | $4,268-51.2% | $2,596-19.8% |
| Participant deferral / active EE | $3,809 | $3,311+15.0% | $5,630-32.3% | $4,274-10.9% |
| Admin fee / account holder | $2,742 | $6,724-59.2% | $16,006-82.9% | $7,775-64.7% |