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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 | $75,991 | $56,894+33.6% | $84,753-10.3% | $62,881+20.8% |
| Participation rate | 65.4% | 68.5%-3.2pp | 76.6%-11.2pp | 69.3%-3.9pp |
| Annual return | 8.60% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,255 | $2,400-47.7% | $3,574-64.9% | $2,281-45.0% |
| Participant deferral / active EE | $1,630 | $2,709-39.8% | $3,712-56.1% | $3,203-49.1% |
| Admin fee / account holder | $713 | $3,581-80.1% | $5,333-86.6% | $4,296-83.4% |