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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 | $62,664 | $57,590+8.8% | $86,233-27.3% | $82,448-24.0% |
| Participation rate | 56.2% | 57.9%-1.7pp | 69.0%-12.9pp | 68.1%-11.9pp |
| Annual return | 21.39% | 22.41%-1.0pp | 61.39%-40.0pp | 41.64%-20.2pp |
| Employer contribution / active EE | $1,037 | $1,655-37.3% | $2,504-58.6% | $2,551-59.3% |
| Participant deferral / active EE | $2,228 | $3,080-27.7% | $4,559-51.1% | $4,139-46.2% |
| Admin fee / account holder | $2,782 | $4,730-41.2% | $8,342-66.7% | $7,234-61.5% |