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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 | $67,532 | $57,140+18.2% | $85,240-20.8% | $80,959-16.6% |
| Participation rate | 54.2% | 56.4%-2.2pp | 67.5%-13.4pp | 67.7%-13.5pp |
| Annual return | 13.12% | 21.71%-8.6pp | 66.75%-53.6pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,259 | $1,802-30.1% | $2,735-54.0% | $2,757-54.3% |
| Participant deferral / active EE | $2,189 | $3,115-29.7% | $4,527-51.6% | $4,300-49.1% |
| Admin fee / account holder | $2,777 | $4,992-44.4% | $6,165-54.9% | $6,925-59.9% |