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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 | $55,864 | $56,110-0.4% | $94,993-41.2% | $70,126-20.3% |
| Participation rate | 65.5% | 65.0%+0.5pp | 73.9%-8.4pp | 69.5%-4.0pp |
| Annual return | 20.67% | 51.02%-30.4pp | 27.14%-6.5pp | 73.15%-52.5pp |
| Employer contribution / active EE | $1,165 | $1,442-19.2% | $2,603-55.2% | $2,343-50.3% |
| Participant deferral / active EE | $2,906 | $2,391+21.5% | $3,317-12.4% | $3,332-12.8% |
| Admin fee / account holder | $2,836 | $3,456-18.0% | $4,960-42.8% | $4,645-39.0% |