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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 | $75,603 | $59,332+27.4% | $90,223-16.2% | $59,633+26.8% |
| Participation rate | 59.3% | 71.9%-12.7pp | 79.0%-19.8pp | 68.7%-9.4pp |
| Annual return | 5.95% | 3.25%+2.7pp | 1.31%+4.6pp | 2041.40%-2035.5pp |
| Employer contribution / active EE | $1,817 | $3,031-40.0% | $4,378-58.5% | $2,203-17.5% |
| Participant deferral / active EE | $6,443 | $4,369+47.5% | $5,792+11.2% | $3,192+101.9% |
| Admin fee / account holder | $6,780 | $5,032+34.7% | $7,406-8.4% | $4,297+57.8% |