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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 | $75,524 | $56,287+34.2% | $80,977-6.7% | $62,881+20.1% |
| Participation rate | 56.8% | 68.9%-12.2pp | 75.8%-19.1pp | 69.3%-12.5pp |
| Annual return | 13.60% | 22.13%-8.5pp | 17.11%-3.5pp | 20.14%-6.5pp |
| Employer contribution / active EE | $1,639 | $1,943-15.6% | $3,715-55.9% | $2,281-28.1% |
| Participant deferral / active EE | $3,343 | $4,196-20.3% | $5,696-41.3% | $3,203+4.4% |
| Admin fee / account holder | $4,676 | $3,742+25.0% | $5,517-15.2% | $4,296+8.8% |