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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 | $80,952 | $52,682+53.7% | $78,004+3.8% | $64,097+26.3% |
| Participation rate | 37.9% | 47.7%-9.8pp | 69.4%-31.5pp | 55.2%-17.3pp |
| Annual return | 15.44% | 22.45%-7.0pp | 31.07%-15.6pp | 34.64%-19.2pp |
| Employer contribution / active EE | $1,712 | $1,323+29.4% | $2,469-30.6% | $1,891-9.5% |
| Participant deferral / active EE | $935 | $2,346-60.2% | $4,092-77.2% | $3,080-69.7% |
| Admin fee / account holder | $4,731 | $5,420-12.7% | $7,578-37.6% | $3,454+37.0% |