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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 | $69,163 | $56,894+21.6% | $84,753-18.4% | $62,881+10.0% |
| Participation rate | 53.3% | 68.5%-15.2pp | 76.6%-23.3pp | 69.3%-16.0pp |
| Annual return | 6.05% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $584 | $2,400-75.7% | $3,574-83.7% | $2,281-74.4% |
| Participant deferral / active EE | $2,587 | $2,709-4.5% | $3,712-30.3% | $3,203-19.2% |
| Admin fee / account holder | $1,488 | $3,581-58.4% | $5,333-72.1% | $4,296-65.4% |