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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 | $50,033 | $49,025+2.1% | $87,502-42.8% | $62,881-20.4% |
| Participation rate | 57.1% | 64.9%-7.7pp | 73.8%-16.7pp | 69.3%-12.2pp |
| Annual return | 6.03% | 10.02%-4.0pp | 12.21%-6.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,015 | $1,372-26.0% | $2,550-60.2% | $2,281-55.5% |
| Participant deferral / active EE | $1,902 | $2,289-16.9% | $3,149-39.6% | $3,203-40.6% |
| Admin fee / account holder | $599 | $4,065-85.3% | $4,221-85.8% | $4,296-86.1% |