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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 | $57,947 | $39,132+48.1% | $57,196+1.3% | $62,881-7.8% |
| Participation rate | 49.0% | 70.5%-21.5pp | 75.3%-26.4pp | 69.3%-20.3pp |
| Annual return | 7.09% | 9.24%-2.2pp | 14.59%-7.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,410 | $1,874-24.8% | $2,683-47.4% | $2,281-38.2% |
| Participant deferral / active EE | $3,761 | $2,374+58.4% | $3,096+21.5% | $3,203+17.4% |
| Admin fee / account holder | $7,129 | $2,594+174.8% | $3,141+127.0% | $4,296+65.9% |