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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 | $63,603 | $48,078+32.3% | $78,676-19.2% | $62,881+1.1% |
| Participation rate | 60.6% | 65.2%-4.6pp | 73.6%-13.0pp | 69.3%-8.7pp |
| Annual return | 5.50% | 31.36%-25.9pp | 62.19%-56.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,799 | $2,015-10.7% | $2,850-36.9% | $2,281-21.1% |
| Participant deferral / active EE | $3,248 | $2,587+25.6% | $3,517-7.6% | $3,203+1.4% |
| Admin fee / account holder | $9,354 | $3,206+191.8% | $4,510+107.4% | $4,296+117.7% |