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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 | $51,061 | $81,233-37.1% | $155,567-67.2% | $80,874-36.9% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 11.63% | 33.33%-21.7pp | 64.74%-53.1pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,724 | $3,101-44.4% | $4,674-63.1% | $2,756-37.4% |
| Participant deferral / active EE | $4,037 | $3,452+16.9% | $5,628-28.3% | $4,297-6.1% |
| Admin fee / account holder | $6,936 | $7,998-13.3% | $15,916-56.4% | $6,9350% |