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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 | $73,278 | $52,580+39.4% | $71,671+2.2% | $70,124+4.5% |
| Participation rate | 54.3% | 60.9%-6.6pp | 68.7%-14.5pp | 69.5%-15.3pp |
| Annual return | 13.45% | 20.25%-6.8pp | 20.65%-7.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,320 | $1,616-18.3% | $2,460-46.3% | $2,342-43.7% |
| Participant deferral / active EE | $2,958 | $2,386+24.0% | $3,438-13.9% | $3,332-11.2% |
| Admin fee / account holder | $7,022 | $3,653+92.2% | $5,558+26.3% | $4,645+51.2% |