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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 | $54,533 | $57,590-5.3% | $86,233-36.8% | $82,448-33.9% |
| Participation rate | 69.2% | 57.9%+11.4pp | 69.0%+0.2pp | 68.1%+1.2pp |
| Annual return | 15.30% | 22.41%-7.1pp | 61.39%-46.1pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,241 | $1,655-25.1% | $2,504-50.5% | $2,551-51.4% |
| Participant deferral / active EE | $1,773 | $3,080-42.4% | $4,559-61.1% | $4,139-57.2% |
| Admin fee / account holder | $6,632 | $4,730+40.2% | $8,342-20.5% | $7,234-8.3% |