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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 | $57,732 | $56,894+1.5% | $84,753-31.9% | $62,881-8.2% |
| Participation rate | 46.3% | 68.5%-22.2pp | 76.6%-30.3pp | 69.3%-23.0pp |
| Annual return | 5.07% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,248 | $2,400-48.0% | $3,574-65.1% | $2,281-45.3% |
| Participant deferral / active EE | $2,513 | $2,709-7.2% | $3,712-32.3% | $3,203-21.5% |
| Admin fee / account holder | $3,289 | $3,581-8.2% | $5,333-38.3% | $4,296-23.4% |