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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 | $62,686 | $52,678+19.0% | $75,784-17.3% | $59,633+5.1% |
| Participation rate | 61.8% | 67.2%-5.4pp | 75.8%-14.0pp | 68.7%-6.8pp |
| Annual return | 3.09% | 2.95%+0.1pp | 9.68%-6.6pp | 2041.45%-2038.4pp |
| Employer contribution / active EE | $799 | $2,193-63.6% | $3,323-75.9% | $2,203-63.7% |
| Participant deferral / active EE | $2,006 | $2,591-22.6% | $3,652-45.1% | $3,192-37.2% |
| Admin fee / account holder | $4,566 | $3,610+26.5% | $5,300-13.8% | $4,297+6.3% |