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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 | $65,618 | $57,590+13.9% | $86,233-23.9% | $82,448-20.4% |
| Participation rate | 30.6% | 57.9%-27.3pp | 69.0%-38.5pp | 68.1%-37.5pp |
| Annual return | 17.85% | 22.41%-4.6pp | 61.39%-43.5pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,040 | $1,655-37.2% | $2,504-58.5% | $2,551-59.2% |
| Participant deferral / active EE | $4,073 | $3,080+32.2% | $4,559-10.7% | $4,139-1.6% |
| Admin fee / account holder | $6,462 | $4,730+36.6% | $8,342-22.5% | $7,234-10.7% |