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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 | $60,480 | $56,894+6.3% | $84,753-28.6% | $62,881-3.8% |
| Participation rate | 61.1% | 68.5%-7.4pp | 76.6%-15.5pp | 69.3%-8.2pp |
| Annual return | 7.16% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,393 | $2,400-42.0% | $3,574-61.0% | $2,281-38.9% |
| Participant deferral / active EE | $2,502 | $2,709-7.7% | $3,712-32.6% | $3,203-21.9% |
| Admin fee / account holder | $741 | $3,581-79.3% | $5,333-86.1% | $4,296-82.7% |