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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 | $63,131 | $51,083+23.6% | $70,548-10.5% | $71,495-11.7% |
| Participation rate | 54.6% | 59.4%-4.8pp | 68.3%-13.7pp | 67.9%-13.3pp |
| Annual return | 16.20% | 42.64%-26.4pp | 32.78%-16.6pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,420 | $1,791-20.7% | $2,975-52.3% | $2,589-45.2% |
| Participant deferral / active EE | $2,103 | $3,028-30.6% | $4,567-54.0% | $4,291-51.0% |
| Admin fee / account holder | $2,562 | $1,995+28.4% | $6,424-60.1% | $1,588+61.3% |