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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 | $74,990 | $58,493+28.2% | $84,021-10.7% | $72,975+2.8% |
| Participation rate | 53.3% | 61.2%-7.9pp | 69.0%-15.7pp | 69.5%-16.2pp |
| Annual return | 21.44% | 28.93%-7.5pp | 71.32%-49.9pp | 81.01%-59.6pp |
| Employer contribution / active EE | $3,332 | $1,163+186.5% | $1,984+68.0% | $2,440+36.6% |
| Participant deferral / active EE | $4,122 | $2,394+72.2% | $3,239+27.3% | $3,608+14.2% |
| Admin fee / account holder | $2,336 | $4,569-48.9% | $6,102-61.7% | $5,124-54.4% |