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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 | $88,837 | $56,894+56.1% | $84,753+4.8% | $62,881+41.3% |
| Participation rate | 57.6% | 68.5%-10.9pp | 76.6%-18.9pp | 69.3%-11.7pp |
| Annual return | 5.79% | 6.30%-0.5pp | 22.78%-17.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,087 | $2,400-54.7% | $3,574-69.6% | $2,281-52.4% |
| Participant deferral / active EE | $2,714 | $2,709+0.2% | $3,712-26.9% | $3,203-15.3% |
| Admin fee / account holder | $689 | $3,581-80.8% | $5,333-87.1% | $4,296-84.0% |