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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 | $79,168 | $57,140+38.6% | $85,240-7.1% | $80,959-2.2% |
| Participation rate | 32.7% | 56.4%-23.7pp | 67.5%-34.8pp | 67.7%-35.0pp |
| Annual return | 15.06% | 21.71%-6.6pp | 66.75%-51.7pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,387 | $1,802-23.0% | $2,735-49.3% | $2,757-49.7% |
| Participant deferral / active EE | $3,197 | $3,115+2.6% | $4,527-29.4% | $4,300-25.7% |
| Admin fee / account holder | $4,406 | $4,992-11.7% | $6,165-28.5% | $6,925-36.4% |