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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 | $80,548 | $36,844+118.6% | $83,854-3.9% | $65,306+23.3% |
| Participation rate | 33.8% | 29.2%+4.5pp | 59.1%-25.3pp | 57.7%-23.9pp |
| Annual return | 21.88% | 22.28%-0.4pp | 31.39%-9.5pp | 21.94%-0.1pp |
| Employer contribution / active EE | $954 | $415+130.0% | $1,017-6.2% | $1,967-51.5% |
| Participant deferral / active EE | $2,173 | $1,040+109.0% | $2,035+6.8% | $2,959-26.6% |
| Admin fee / account holder | $1,866 | $2,546-26.7% | $3,197-41.6% | $3,480-46.4% |