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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 | $64,819 | $56,894+13.9% | $84,753-23.5% | $62,881+3.1% |
| Participation rate | 65.4% | 68.5%-3.2pp | 76.6%-11.2pp | 69.3%-3.9pp |
| Annual return | 7.41% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,436 | $2,400-40.1% | $3,574-59.8% | $2,281-37.0% |
| Participant deferral / active EE | $4,257 | $2,709+57.2% | $3,712+14.7% | $3,203+32.9% |
| Admin fee / account holder | $480 | $3,581-86.6% | $5,333-91.0% | $4,296-88.8% |