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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 | $61,707 | $47,922+28.8% | $75,901-18.7% | $65,185-5.3% |
| Participation rate | 50.5% | 63.0%-12.5pp | 69.3%-18.8pp | 70.2%-19.7pp |
| Annual return | 21.86% | 24.12%-2.3pp | 30.76%-8.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,001 | $1,557-35.7% | $2,501-60.0% | $2,177-54.0% |
| Participant deferral / active EE | $2,564 | $2,550+0.5% | $3,603-28.9% | $3,514-27.0% |
| Admin fee / account holder | $4,384 | $532+724.8% | $5,420-19.1% | $847+417.5% |