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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 | $69,893 | $60,349+15.8% | $74,184-5.8% | $62,881+11.2% |
| Participation rate | 69.0% | 72.7%-3.8pp | 76.6%-7.7pp | 69.3%-0.3pp |
| Annual return | 6.93% | 21.38%-14.4pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,049 | $1,680-37.5% | $2,370-55.7% | $2,281-54.0% |
| Participant deferral / active EE | $2,618 | $2,856-8.3% | $3,550-26.2% | $3,203-18.3% |
| Admin fee / account holder | $1,053 | $4,261-75.3% | $5,586-81.2% | $4,296-75.5% |