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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 | $64,357 | $54,320+18.5% | $67,653-4.9% | $52,331+23.0% |
| Participation rate | 64.4% | 73.6%-9.2pp | 75.7%-11.2pp | 68.1%-3.7pp |
| Annual return | 7.35% | 6.81%+0.5pp | 6625.22%-6617.9pp | 4.54%+2.8pp |
| Employer contribution / active EE | $1,143 | $1,544-26.0% | $2,266-49.6% | $1,882-39.3% |
| Participant deferral / active EE | $2,983 | $2,950+1.1% | $3,560-16.2% | $3,022-1.3% |
| Admin fee / account holder | $2,672 | $527+407.4% | $4,821-44.6% | $592+351.7% |