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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 | $59,748 | $52,306+14.2% | $69,779-14.4% | $62,881-5.0% |
| Participation rate | 44.3% | 67.2%-22.9pp | 71.8%-27.5pp | 69.3%-25.0pp |
| Annual return | 5.75% | 13.35%-7.6pp | 12.99%-7.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,429 | $1,799-20.6% | $2,338-38.9% | $2,281-37.4% |
| Participant deferral / active EE | $3,639 | $2,395+52.0% | $2,931+24.2% | $3,203+13.6% |
| Admin fee / account holder | $995 | $3,691-73.0% | $4,381-77.3% | $4,296-76.8% |