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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 | $52,738 | $70,002-24.7% | $115,038-54.2% | $52,331+0.8% |
| Participation rate | 61.9% | 72.1%-10.2pp | 81.4%-19.5pp | 68.1%-6.2pp |
| Annual return | 3.88% | 4.04%-0.2pp | 26.14%-22.3pp | 4.54%-0.7pp |
| Employer contribution / active EE | $1,693 | $2,715-37.7% | $4,608-63.3% | $1,882-10.0% |
| Participant deferral / active EE | $3,561 | $4,920-27.6% | $6,026-40.9% | $3,022+17.8% |
| Admin fee / account holder | $572 | $566+1.0% | $8,175-93.0% | $592-3.4% |