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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 | $56,360 | $72,027-21.8% | $185,861-69.7% | $79,856-29.4% |
| Participation rate | 59.0% | 65.8%-6.8pp | 78.0%-19.1pp | 69.6%-10.7pp |
| Annual return | 26.47% | 23.13%+3.3pp | 35.96%-9.5pp | 31.71%-5.2pp |
| Employer contribution / active EE | $1,638 | $1,965-16.6% | $4,088-59.9% | $2,471-33.7% |
| Participant deferral / active EE | $2,768 | $3,780-26.8% | $5,634-50.9% | $3,741-26.0% |
| Admin fee / account holder | $4,864 | $4,513+7.8% | $9,503-48.8% | $5,306-8.3% |