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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 | $64,991 | $47,848+35.8% | $81,473-20.2% | $70,126-7.3% |
| Participation rate | 45.8% | 58.3%-12.4pp | 68.0%-22.1pp | 69.5%-23.7pp |
| Annual return | 17.03% | 27.25%-10.2pp | 38.78%-21.8pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,116 | $1,527-26.9% | $2,568-56.5% | $2,343-52.4% |
| Participant deferral / active EE | $2,766 | $2,453+12.8% | $3,537-21.8% | $3,332-17.0% |
| Admin fee / account holder | $2,672 | $3,145-15.0% | $4,561-41.4% | $4,645-42.5% |