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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 | $70,835 | $56,894+24.5% | $84,753-16.4% | $62,881+12.6% |
| Participation rate | 60.0% | 68.5%-8.5pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | 5.37% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,173 | $2,400-51.1% | $3,574-67.2% | $2,281-48.6% |
| Participant deferral / active EE | $2,283 | $2,709-15.7% | $3,712-38.5% | $3,203-28.7% |
| Admin fee / account holder | $2,346 | $3,581-34.5% | $5,333-56.0% | $4,296-45.4% |