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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 | $60,834 | $43,075+41.2% | $74,577-18.4% | $62,881-3.3% |
| Participation rate | 51.2% | 58.1%-6.9pp | 68.1%-16.9pp | 69.3%-18.1pp |
| Annual return | 5.32% | 17.50%-12.2pp | 20.47%-15.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,083 | $1,498-27.7% | $2,525-57.1% | $2,281-52.5% |
| Participant deferral / active EE | $2,473 | $2,389+3.5% | $3,458-28.5% | $3,203-22.8% |
| Admin fee / account holder | $467 | $2,840-83.6% | $4,138-88.7% | $4,296-89.1% |