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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 | $66,522 | $60,349+10.2% | $74,184-10.3% | $62,881+5.8% |
| Participation rate | 65.8% | 72.7%-6.9pp | 76.6%-10.8pp | 69.3%-3.5pp |
| Annual return | 8.23% | 21.38%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,312 | $1,680-21.9% | $2,370-44.6% | $2,281-42.5% |
| Participant deferral / active EE | $2,800 | $2,856-2.0% | $3,550-21.1% | $3,203-12.6% |
| Admin fee / account holder | $2,041 | $4,261-52.1% | $5,586-63.5% | $4,296-52.5% |