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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 | $68,612 | $52,678+30.2% | $75,784-9.5% | $59,633+15.1% |
| Participation rate | 64.4% | 67.2%-2.8pp | 75.8%-11.4pp | 68.7%-4.3pp |
| Annual return | 2.98% | 2.95%0pp | 9.68%-6.7pp | 2041.45%-2038.5pp |
| Employer contribution / active EE | $1,638 | $2,193-25.3% | $3,323-50.7% | $2,203-25.6% |
| Participant deferral / active EE | $4,187 | $2,591+61.6% | $3,652+14.6% | $3,192+31.2% |
| Admin fee / account holder | $1,776 | $3,610-50.8% | $5,300-66.5% | $4,297-58.7% |