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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 | $63,901 | $62,086+2.9% | $90,259-29.2% | $64,340-0.7% |
| Participation rate | 43.1% | 53.9%-10.8pp | 70.7%-27.7pp | 55.2%-12.2pp |
| Annual return | 15.21% | 16.73%-1.5pp | 18.88%-3.7pp | 24.14%-8.9pp |
| Employer contribution / active EE | $1,004 | $1,883-46.7% | $2,291-56.2% | $1,862-46.1% |
| Participant deferral / active EE | $2,870 | $2,557+12.2% | $3,827-25.0% | $2,980-3.7% |
| Admin fee / account holder | $1,204 | $3,317-63.7% | $7,267-83.4% | $3,703-67.5% |