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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 | $75,349 | $57,119+31.9% | $85,187-11.5% | $80,935-6.9% |
| Participation rate | 48.6% | 56.4%-7.8pp | 67.5%-19.0pp | 67.7%-19.1pp |
| Annual return | 15.94% | 21.70%-5.8pp | 66.67%-50.7pp | 35.66%-19.7pp |
| Employer contribution / active EE | $1,829 | $1,802+1.5% | $2,732-33.1% | $2,757-33.7% |
| Participant deferral / active EE | $2,825 | $3,115-9.3% | $4,525-37.6% | $4,299-34.3% |
| Admin fee / account holder | $6,014 | $4,990+20.5% | $6,162-2.4% | $6,924-13.1% |