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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 | $62,778 | $52,306+20.0% | $69,779-10.0% | $62,881-0.2% |
| Participation rate | 47.5% | 67.2%-19.7pp | 71.8%-24.3pp | 69.3%-21.8pp |
| Annual return | 9.69% | 13.35%-3.7pp | 12.99%-3.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,068 | $1,799-40.6% | $2,338-54.3% | $2,281-53.2% |
| Participant deferral / active EE | $2,076 | $2,395-13.3% | $2,931-29.2% | $3,203-35.2% |
| Admin fee / account holder | $3,276 | $3,691-11.3% | $4,381-25.2% | $4,296-23.7% |