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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 | $55,624 | $77,574-28.3% | $108,753-48.9% | $86,983-36.1% |
| Participation rate | 60.0% | 62.3%-2.3pp | 71.1%-11.1pp | 69.5%-9.5pp |
| Annual return | 23.26% | 18.42%+4.8pp | 37.47%-14.2pp | 25.83%-2.6pp |
| Employer contribution / active EE | $1,802 | $1,611+11.9% | $2,427-25.8% | $2,584-30.3% |
| Participant deferral / active EE | $3,731 | $3,128+19.3% | $4,115-9.3% | $4,194-11.0% |
| Admin fee / account holder | $13,127 | $6,529+101.1% | $10,320+27.2% | $7,856+67.1% |