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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 | $63,810 | $79,867-20.1% | $120,344-47.0% | $64,340-0.8% |
| Participation rate | 61.8% | 63.0%-1.2pp | 76.7%-14.9pp | 55.2%+6.5pp |
| Annual return | 23.02% | 21.10%+1.9pp | 20.30%+2.7pp | 24.14%-1.1pp |
| Employer contribution / active EE | $1,749 | $1,925-9.2% | $3,020-42.1% | $1,862-6.1% |
| Participant deferral / active EE | $2,912 | $3,593-19.0% | $5,135-43.3% | $2,980-2.3% |
| Admin fee / account holder | $3,952 | $5,039-21.6% | $12,742-69.0% | $3,703+6.7% |