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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 | $79,616 | $63,355+25.7% | $91,994-13.5% | $72,983+9.1% |
| Participation rate | 64.3% | 72.5%-8.2pp | 78.6%-14.3pp | 69.5%-5.2pp |
| Annual return | 23.15% | 35.35%-12.2pp | 69.03%-45.9pp | 81.01%-57.9pp |
| Employer contribution / active EE | $1,981 | $2,116-6.4% | $3,452-42.6% | $2,440-18.8% |
| Participant deferral / active EE | $3,779 | $4,883-22.6% | $5,923-36.2% | $3,608+4.7% |
| Admin fee / account holder | $12,527 | $4,668+168.3% | $7,743+61.8% | $5,124+144.5% |