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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 | $84,371 | $49,025+72.1% | $87,502-3.6% | $62,881+34.2% |
| Participation rate | 59.6% | 64.9%-5.3pp | 73.8%-14.2pp | 69.3%-9.7pp |
| Annual return | 9.46% | 10.02%-0.6pp | 12.21%-2.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,514 | $1,372+10.4% | $2,550-40.6% | $2,281-33.6% |
| Participant deferral / active EE | $2,945 | $2,289+28.6% | $3,149-6.5% | $3,203-8.1% |
| Admin fee / account holder | $782 | $4,065-80.8% | $4,221-81.5% | $4,296-81.8% |