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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 | $63,681 | $57,140+11.4% | $85,240-25.3% | $80,959-21.3% |
| Participation rate | 30.0% | 56.4%-26.4pp | 67.5%-37.5pp | 67.7%-37.7pp |
| Annual return | 17.79% | 21.71%-3.9pp | 66.75%-49.0pp | 35.67%-17.9pp |
| Employer contribution / active EE | $1,457 | $1,802-19.1% | $2,735-46.7% | $2,757-47.1% |
| Participant deferral / active EE | $2,260 | $3,115-27.5% | $4,527-50.1% | $4,300-47.5% |
| Admin fee / account holder | $5,494 | $4,992+10.1% | $6,165-10.9% | $6,925-20.7% |