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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 | $71,475 | $60,349+18.4% | $74,184-3.7% | $62,881+13.7% |
| Participation rate | 59.3% | 72.7%-13.5pp | 76.6%-17.4pp | 69.3%-10.0pp |
| Annual return | 5.13% | 21.38%-16.2pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,171 | $1,680-30.3% | $2,370-50.6% | $2,281-48.6% |
| Participant deferral / active EE | $2,436 | $2,856-14.7% | $3,550-31.4% | $3,203-23.9% |
| Admin fee / account holder | $5,036 | $4,261+18.2% | $5,586-9.8% | $4,296+17.2% |