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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 | $65,387 | $60,349+8.3% | $74,184-11.9% | $62,881+4.0% |
| Participation rate | 44.6% | 72.7%-28.2pp | 76.6%-32.0pp | 69.3%-24.7pp |
| Annual return | 7.36% | 21.38%-14.0pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,077 | $1,680-35.9% | $2,370-54.6% | $2,281-52.8% |
| Participant deferral / active EE | $1,799 | $2,856-37.0% | $3,550-49.3% | $3,203-43.8% |
| Admin fee / account holder | $2,766 | $4,261-35.1% | $5,586-50.5% | $4,296-35.6% |