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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 | $50,884 | $71,197-28.5% | $93,669-45.7% | $80,925-37.1% |
| Participation rate | 57.4% | 60.4%-3.0pp | 68.7%-11.3pp | 67.7%-10.3pp |
| Annual return | 12.20% | 11.27%+0.9pp | 133.59%-121.4pp | 35.65%-23.4pp |
| Employer contribution / active EE | $1,926 | $1,565+23.1% | $2,424-20.5% | $2,756-30.1% |
| Participant deferral / active EE | $3,483 | $4,036-13.7% | $4,416-21.1% | $4,299-19.0% |
| Admin fee / account holder | $9,165 | $6,959+31.7% | $8,291+10.5% | $6,940+32.1% |