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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 | $53,306 | $56,894-6.3% | $84,753-37.1% | $62,881-15.2% |
| Participation rate | 51.0% | 68.5%-17.6pp | 76.6%-25.6pp | 69.3%-18.3pp |
| Annual return | 5.90% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,036 | $2,400-56.8% | $3,574-71.0% | $2,281-54.6% |
| Participant deferral / active EE | $1,726 | $2,709-36.3% | $3,712-53.5% | $3,203-46.1% |
| Admin fee / account holder | $3,646 | $3,581+1.8% | $5,333-31.6% | $4,296-15.1% |