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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 | $76,439 | $95,453-19.9% | $112,040-31.8% | $82,448-7.3% |
| Participation rate | 44.4% | 72.8%-28.3pp | 76.5%-32.0pp | 68.1%-23.6pp |
| Annual return | 32.32% | 23.92%+8.4pp | 24.52%+7.8pp | 41.64%-9.3pp |
| Employer contribution / active EE | $1,430 | $2,318-38.3% | $2,954-51.6% | $2,551-43.9% |
| Participant deferral / active EE | $2,313 | $4,224-45.2% | $5,098-54.6% | $4,139-44.1% |
| Admin fee / account holder | $2,137 | $9,013-76.3% | $12,098-82.3% | $7,234-70.5% |