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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 | $75,407 | $98,547-23.5% | $216,567-65.2% | $69,733+8.1% |
| Participation rate | 52.1% | 68.4%-16.2pp | 81.6%-29.5pp | 62.5%-10.4pp |
| Annual return | 17.06% | 14.25%+2.8pp | 12.94%+4.1pp | 15.22%+1.8pp |
| Employer contribution / active EE | $1,732 | $2,660-34.9% | $5,216-66.8% | $2,250-23.0% |
| Participant deferral / active EE | $3,937 | $3,496+12.6% | $6,191-36.4% | $3,054+28.9% |
| Admin fee / account holder | $2,945 | $4,094-28.1% | $21,981-86.6% | $3,102-5.1% |