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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 | $74,126 | $56,894+30.3% | $84,753-12.5% | $62,881+17.9% |
| Participation rate | 33.3% | 68.5%-35.2pp | 76.6%-43.3pp | 69.3%-36.0pp |
| Annual return | 6.93% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,271 | $2,400-47.0% | $3,574-64.5% | $2,281-44.3% |
| Participant deferral / active EE | $3,019 | $2,709+11.4% | $3,712-18.7% | $3,203-5.8% |
| Admin fee / account holder | $2,297 | $3,581-35.8% | $5,333-56.9% | $4,296-46.5% |