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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 | $76,834-27.6% | $108,359-48.7% | $87,485-36.4% |
| Participation rate | 60.0% | 61.7%-1.7pp | 70.1%-10.1pp | 68.9%-8.9pp |
| Annual return | 23.26% | 19.09%+4.2pp | 36.89%-13.6pp | 26.06%-2.8pp |
| Employer contribution / active EE | $1,802 | $1,556+15.8% | $2,399-24.9% | $2,596-30.6% |
| Participant deferral / active EE | $3,731 | $3,100+20.3% | $4,137-9.8% | $4,274-12.7% |
| Admin fee / account holder | $13,127 | $6,537+100.8% | $9,741+34.8% | $7,775+68.8% |