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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 | $80,128 | $53,774+49.0% | $134,162-40.3% | $79,856+0.3% |
| Participation rate | 55.9% | 58.8%-2.9pp | 72.2%-16.3pp | 69.6%-13.8pp |
| Annual return | 27.53% | 19.01%+8.5pp | 36.35%-8.8pp | 31.71%-4.2pp |
| Employer contribution / active EE | $1,494 | $1,322+13.0% | $3,705-59.7% | $2,471-39.6% |
| Participant deferral / active EE | $4,014 | $2,420+65.9% | $3,500+14.7% | $3,741+7.3% |
| Admin fee / account holder | $2,286 | $3,985-42.6% | $6,685-65.8% | $5,306-56.9% |