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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 | $82,792 | $36,948+124.1% | $73,658+12.4% | $87,485-5.4% |
| Participation rate | 41.9% | 46.8%-4.9pp | 57.0%-15.1pp | 68.9%-27.0pp |
| Annual return | 17.08% | 28.64%-11.6pp | 29.72%-12.6pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,198 | $670+78.8% | $1,032+16.0% | $2,596-53.9% |
| Participant deferral / active EE | $2,360 | $1,379+71.1% | $2,062+14.5% | $4,274-44.8% |
| Admin fee / account holder | $1,452 | $2,531-42.6% | $3,357-56.8% | $7,775-81.3% |