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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 | $67,454 | $52,911+27.5% | $73,309-8.0% | $59,633+13.1% |
| Participation rate | 57.3% | 68.2%-10.9pp | 74.9%-17.6pp | 68.7%-11.3pp |
| Annual return | 4.29% | 12.20%-7.9pp | 5.67%-1.4pp | 2041.45%-2037.2pp |
| Employer contribution / active EE | $1,838 | $1,909-3.7% | $3,237-43.2% | $2,203-16.6% |
| Participant deferral / active EE | $2,883 | $4,069-29.2% | $4,991-42.2% | $3,192-9.7% |
| Admin fee / account holder | $6,411 | $3,835+67.2% | $5,635+13.8% | $4,297+49.2% |