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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 | $64,945 | $41,377+57.0% | $109,313-40.6% | $62,881+3.3% |
| Participation rate | 64.7% | 57.5%+7.2pp | 71.3%-6.6pp | 69.3%-4.6pp |
| Annual return | 12.06% | 11.05%+1.0pp | 22.07%-10.0pp | 20.14%-8.1pp |
| Employer contribution / active EE | $1,431 | $1,276+12.1% | $3,892-63.2% | $2,281-37.3% |
| Participant deferral / active EE | $4,264 | $2,045+108.5% | $3,166+34.7% | $3,203+33.1% |
| Admin fee / account holder | $1,091 | $2,884-62.2% | $5,666-80.8% | $4,296-74.6% |