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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 | $80,833 | $69,383+16.5% | $101,275-20.2% | $73,497+10.0% |
| Participation rate | 44.8% | 68.4%-23.6pp | 75.8%-31.0pp | 70.7%-25.9pp |
| Annual return | 14.09% | 18.46%-4.4pp | 46.48%-32.4pp | 28.51%-14.4pp |
| Employer contribution / active EE | $962 | $2,628-63.4% | $3,660-73.7% | $2,270-57.6% |
| Participant deferral / active EE | $4,868 | $3,301+47.5% | $4,371+11.4% | $3,740+30.2% |
| Admin fee / account holder | $1,569 | $704+122.9% | $5,948-73.6% | $513+205.7% |