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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 | $85,628 | $56,894+50.5% | $84,753+1.0% | $62,881+36.2% |
| Participation rate | 63.3% | 68.5%-5.2pp | 76.6%-13.3pp | 69.3%-6.0pp |
| Annual return | 6.60% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,711 | $2,400-28.7% | $3,574-52.1% | $2,281-25.0% |
| Participant deferral / active EE | $3,109 | $2,709+14.8% | $3,712-16.2% | $3,203-2.9% |
| Admin fee / account holder | $1,833 | $3,581-48.8% | $5,333-65.6% | $4,296-57.3% |