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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 | $71,281 | $56,894+25.3% | $84,753-15.9% | $62,881+13.4% |
| Participation rate | 63.4% | 68.5%-5.1pp | 76.6%-13.2pp | 69.3%-5.9pp |
| Annual return | 10.61% | 6.30%+4.3pp | 22.78%-12.2pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,656 | $2,400-31.0% | $3,574-53.7% | $2,281-27.4% |
| Participant deferral / active EE | $2,321 | $2,709-14.3% | $3,712-37.5% | $3,203-27.5% |
| Admin fee / account holder | $815 | $3,581-77.2% | $5,333-84.7% | $4,296-81.0% |