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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 | $75,356 | $56,894+32.4% | $84,753-11.1% | $62,881+19.8% |
| Participation rate | 65.6% | 68.5%-2.9pp | 76.6%-11.0pp | 69.3%-3.7pp |
| Annual return | 16.56% | 6.30%+10.3pp | 22.78%-6.2pp | 20.14%-3.6pp |
| Employer contribution / active EE | $1,644 | $2,400-31.5% | $3,574-54.0% | $2,281-27.9% |
| Participant deferral / active EE | $3,082 | $2,709+13.8% | $3,712-17.0% | $3,203-3.8% |
| Admin fee / account holder | $5,515 | $3,581+54.0% | $5,333+3.4% | $4,296+28.4% |