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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 | $65,467 | $57,119+14.6% | $85,187-23.1% | $80,935-19.1% |
| Participation rate | 40.0% | 56.4%-16.4pp | 67.5%-27.5pp | 67.7%-27.7pp |
| Annual return | 13.49% | 21.70%-8.2pp | 66.67%-53.2pp | 35.66%-22.2pp |
| Employer contribution / active EE | $1,875 | $1,802+4.1% | $2,732-31.4% | $2,757-32.0% |
| Participant deferral / active EE | $2,691 | $3,115-13.6% | $4,525-40.5% | $4,299-37.4% |
| Admin fee / account holder | $4,686 | $4,990-6.1% | $6,162-23.9% | $6,924-32.3% |