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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 | $73,833 | $57,590+28.2% | $86,233-14.4% | $82,448-10.4% |
| Participation rate | 60.4% | 57.9%+2.6pp | 69.0%-8.6pp | 68.1%-7.7pp |
| Annual return | 17.24% | 22.41%-5.2pp | 61.39%-44.1pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,312 | $1,655-20.7% | $2,504-47.6% | $2,551-48.6% |
| Participant deferral / active EE | $2,059 | $3,080-33.1% | $4,559-54.8% | $4,139-50.2% |
| Admin fee / account holder | $1,450 | $4,730-69.3% | $8,342-82.6% | $7,234-80.0% |