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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 | $82,484 | $54,541+51.2% | $78,778+4.7% | $70,126+17.6% |
| Participation rate | 32.1% | 60.8%-28.7pp | 69.2%-37.0pp | 69.5%-37.4pp |
| Annual return | 20.74% | 21.07%-0.3pp | 35.62%-14.9pp | 73.15%-52.4pp |
| Employer contribution / active EE | $606 | $1,089-44.3% | $1,986-69.5% | $2,343-74.1% |
| Participant deferral / active EE | $2,430 | $2,210+10.0% | $2,958-17.9% | $3,332-27.1% |
| Admin fee / account holder | $474 | $3,709-87.2% | $5,134-90.8% | $4,645-89.8% |