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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 | $65,950 | $45,312+45.5% | $86,233-23.5% | $67,986-3.0% |
| Participation rate | 35.5% | 42.4%-6.9pp | 69.0%-33.5pp | 57.2%-21.7pp |
| Annual return | 17.31% | 24.79%-7.5pp | 61.39%-44.1pp | 31.67%-14.4pp |
| Employer contribution / active EE | $1,143 | $1,160-1.4% | $2,504-54.3% | $2,019-43.4% |
| Participant deferral / active EE | $2,328 | $2,185+6.6% | $4,559-48.9% | $3,358-30.7% |
| Admin fee / account holder | $4,300 | $3,295+30.5% | $8,342-48.5% | $3,203+34.2% |