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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 | $52,588 | $174,018-69.8% | $136,833-61.6% | $198,609-73.5% |
| Participation rate | 62.5% | 65.1%-2.6pp | 59.0%+3.5pp | 82.4%-19.9pp |
| Annual return | 11.80% | 35.16%-23.4pp | 35.32%-23.5pp | 202.70%-190.9pp |
| Employer contribution / active EE | $1,929 | $1,571+22.8% | $1,319+46.3% | $5,055-61.8% |
| Participant deferral / active EE | $3,402 | $2,873+18.4% | $2,441+39.4% | $6,977-51.2% |
| Admin fee / account holder | $3,873 | $5,434-28.7% | $4,706-17.7% | $19,030-79.6% |