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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 | $87,415 | $72,027+21.4% | $185,861-53.0% | $79,856+9.5% |
| Participation rate | 37.2% | 65.8%-28.6pp | 78.0%-40.8pp | 69.6%-32.4pp |
| Annual return | 17.39% | 23.13%-5.7pp | 35.96%-18.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,826 | $1,965-7.1% | $4,088-55.3% | $2,471-26.1% |
| Participant deferral / active EE | $4,477 | $3,780+18.5% | $5,634-20.5% | $3,741+19.7% |
| Admin fee / account holder | $4,179 | $4,513-7.4% | $9,503-56.0% | $5,306-21.2% |