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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 | $79,099 | $51,222+54.4% | $70,544+12.1% | $75,173+5.2% |
| Participation rate | 27.6% | 61.0%-33.4pp | 68.4%-40.8pp | 67.2%-39.6pp |
| Annual return | 19.86% | 30.06%-10.2pp | 32.79%-12.9pp | 160.72%-140.9pp |
| Employer contribution / active EE | $1,788 | $1,827-2.1% | $2,976-39.9% | $2,671-33.1% |
| Participant deferral / active EE | $2,764 | $2,850-3.0% | $4,568-39.5% | $4,126-33.0% |
| Admin fee / account holder | $2,503 | $4,096-38.9% | $6,427-61.1% | $5,651-55.7% |