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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 | $63,627 | $56,894+11.8% | $84,753-24.9% | $62,881+1.2% |
| Participation rate | 42.4% | 68.5%-26.1pp | 76.6%-34.2pp | 69.3%-26.9pp |
| Annual return | 6.59% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,595 | $2,400-33.5% | $3,574-55.4% | $2,281-30.1% |
| Participant deferral / active EE | $2,849 | $2,709+5.2% | $3,712-23.2% | $3,203-11.0% |
| Admin fee / account holder | $2,154 | $3,581-39.8% | $5,333-59.6% | $4,296-49.9% |