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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 | $57,438 | $51,708+11.1% | $106,619-46.1% | $62,881-8.7% |
| Participation rate | 53.1% | 66.9%-13.7pp | 78.0%-24.9pp | 69.3%-16.2pp |
| Annual return | 5.64% | 4.69%+1.0pp | 9.42%-3.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,710 | $1,764-3.0% | $3,947-56.7% | $2,281-25.0% |
| Participant deferral / active EE | $3,026 | $2,315+30.7% | $3,930-23.0% | $3,203-5.5% |
| Admin fee / account holder | $1,425 | $3,349-57.5% | $6,418-77.8% | $4,296-66.8% |