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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 | $75,466 | $56,894+32.6% | $84,753-11.0% | $62,881+20.0% |
| Participation rate | 53.3% | 68.5%-15.2pp | 76.6%-23.3pp | 69.3%-16.0pp |
| Annual return | 5.10% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,014 | $2,400-57.7% | $3,574-71.6% | $2,281-55.5% |
| Participant deferral / active EE | $2,774 | $2,709+2.4% | $3,712-25.3% | $3,203-13.4% |
| Admin fee / account holder | $2,164 | $3,581-39.6% | $5,333-59.4% | $4,296-49.6% |