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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 | $56,646 | $56,894-0.4% | $84,753-33.2% | $62,881-9.9% |
| Participation rate | 55.9% | 68.5%-12.7pp | 76.6%-20.7pp | 69.3%-13.4pp |
| Annual return | 6.32% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,786 | $2,400-25.6% | $3,574-50.0% | $2,281-21.7% |
| Participant deferral / active EE | $2,840 | $2,709+4.8% | $3,712-23.5% | $3,203-11.3% |
| Admin fee / account holder | $603 | $3,581-83.2% | $5,333-88.7% | $4,296-86.0% |