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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 | $39,631 | $46,599-15.0% | $64,101-38.2% | $75,173-47.3% |
| Participation rate | 68.1% | 65.9%+2.1pp | 72.3%-4.2pp | 67.2%+0.9pp |
| Annual return | 17.80% | 26.06%-8.3pp | 33.72%-15.9pp | 160.72%-142.9pp |
| Employer contribution / active EE | $1,867 | $1,975-5.5% | $2,749-32.1% | $2,671-30.1% |
| Participant deferral / active EE | $3,983 | $2,837+40.4% | $3,881+2.6% | $4,126-3.5% |
| Admin fee / account holder | $2,225 | $2,956-24.7% | $3,070-27.5% | $5,651-60.6% |