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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 | $56,202 | $56,894-1.2% | $84,753-33.7% | $62,881-10.6% |
| Participation rate | 42.1% | 68.5%-26.4pp | 76.6%-34.5pp | 69.3%-27.2pp |
| Annual return | 7.09% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,397 | $2,400-41.8% | $3,574-60.9% | $2,281-38.7% |
| Participant deferral / active EE | $2,315 | $2,709-14.6% | $3,712-37.6% | $3,203-27.7% |
| Admin fee / account holder | $4,629 | $3,581+29.3% | $5,333-13.2% | $4,296+7.8% |