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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 | $64,617 | $54,541+18.5% | $78,778-18.0% | $70,126-7.9% |
| Participation rate | 45.0% | 60.8%-15.8pp | 69.2%-24.2pp | 69.5%-24.5pp |
| Annual return | 16.78% | 21.07%-4.3pp | 35.62%-18.8pp | 73.15%-56.4pp |
| Employer contribution / active EE | $462 | $1,089-57.5% | $1,986-76.7% | $2,343-80.3% |
| Participant deferral / active EE | $2,675 | $2,210+21.0% | $2,958-9.6% | $3,332-19.7% |
| Admin fee / account holder | $1,615 | $3,709-56.5% | $5,134-68.5% | $4,645-65.2% |