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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 | $67,419 | $46,877+43.8% | $122,354-44.9% | $70,126-3.9% |
| Participation rate | 56.9% | 58.2%-1.3pp | 71.6%-14.7pp | 69.5%-12.6pp |
| Annual return | 17.69% | 24.22%-6.5pp | 30.28%-12.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,539 | $1,288+19.5% | $4,051-62.0% | $2,343-34.3% |
| Participant deferral / active EE | $3,124 | $2,167+44.1% | $3,287-5.0% | $3,332-6.3% |
| Admin fee / account holder | $2,199 | $3,324-33.8% | $5,479-59.9% | $4,645-52.7% |