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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 | $82,730 | $54,757+51.1% | $90,304-8.4% | $72,975+13.4% |
| Participation rate | 55.1% | 65.2%-10.1pp | 73.3%-18.2pp | 69.5%-14.4pp |
| Annual return | 22.51% | 30.63%-8.1pp | 78.13%-55.6pp | 81.01%-58.5pp |
| Employer contribution / active EE | $1,411 | $2,093-32.6% | $2,855-50.6% | $2,440-42.2% |
| Participant deferral / active EE | $5,096 | $2,887+76.5% | $3,885+31.2% | $3,608+41.3% |
| Admin fee / account holder | $718 | $3,973-81.9% | $5,354-86.6% | $5,124-86.0% |