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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 | $74,045 | $60,349+22.7% | $74,184-0.2% | $62,881+17.8% |
| Participation rate | 63.6% | 72.7%-9.1pp | 76.6%-13.0pp | 69.3%-5.7pp |
| Annual return | 8.55% | 21.38%-12.8pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,069 | $1,680-36.4% | $2,370-54.9% | $2,281-53.1% |
| Participant deferral / active EE | $2,693 | $2,856-5.7% | $3,550-24.1% | $3,203-15.9% |
| Admin fee / account holder | $3,315 | $4,261-22.2% | $5,586-40.7% | $4,296-22.8% |