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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 | $55,663 | $104,098-46.5% | $140,514-60.4% | $94,015-40.8% |
| Participation rate | 61.1% | 73.7%-12.6pp | 77.8%-16.7pp | 70.8%-9.7pp |
| Annual return | 16.93% | 15.14%+1.8pp | 14.36%+2.6pp | 17.84%-0.9pp |
| Employer contribution / active EE | $1,399 | $2,388-41.4% | $3,378-58.6% | $2,790-49.9% |
| Participant deferral / active EE | $2,541 | $4,033-37.0% | $4,919-48.3% | $4,249-40.2% |
| Admin fee / account holder | $3,898 | $10,439-62.7% | $13,697-71.5% | $8,951-56.5% |