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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 | $75,747 | $57,073+32.7% | $85,126-11.0% | $80,925-6.4% |
| Participation rate | 33.3% | 56.4%-23.1pp | 67.5%-34.2pp | 67.7%-34.3pp |
| Annual return | 17.78% | 21.69%-3.9pp | 66.63%-48.9pp | 35.65%-17.9pp |
| Employer contribution / active EE | $1,234 | $1,801-31.5% | $2,731-54.8% | $2,756-55.2% |
| Participant deferral / active EE | $2,683 | $3,113-13.8% | $4,523-40.7% | $4,299-37.6% |
| Admin fee / account holder | $4,434 | $4,988-11.1% | $6,160-28.0% | $6,940-36.1% |