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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 | $74,365 | $45,087+64.9% | $69,483+7.0% | $72,976+1.9% |
| Participation rate | 47.4% | 68.5%-21.1pp | 74.6%-27.2pp | 69.5%-22.1pp |
| Annual return | 23.41% | 22.67%+0.7pp | 28.99%-5.6pp | 81.02%-57.6pp |
| Employer contribution / active EE | $1,819 | $2,055-11.5% | $2,780-34.6% | $2,440-25.4% |
| Participant deferral / active EE | $4,261 | $2,603+63.7% | $3,537+20.5% | $3,608+18.1% |
| Admin fee / account holder | $890 | $3,057-70.9% | $3,841-76.8% | $5,124-82.6% |