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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 | $57,073+18.3% | $85,126-20.7% | $80,925-16.5% |
| Participation rate | 54.2% | 56.4%-2.2pp | 67.5%-13.4pp | 67.7%-13.5pp |
| Annual return | 13.12% | 21.69%-8.6pp | 66.63%-53.5pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,259 | $1,801-30.1% | $2,731-53.9% | $2,756-54.3% |
| Participant deferral / active EE | $2,189 | $3,113-29.7% | $4,523-51.6% | $4,299-49.1% |
| Admin fee / account holder | $2,777 | $4,988-44.3% | $6,160-54.9% | $6,940-60.0% |