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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 | $77,616 | $63,949+21.4% | $129,031-39.8% | $94,015-17.4% |
| Participation rate | 32.0% | 63.4%-31.4pp | 73.4%-41.4pp | 70.8%-38.8pp |
| Annual return | 16.12% | 17.56%-1.4pp | 34.67%-18.5pp | 17.84%-1.7pp |
| Employer contribution / active EE | $1,481 | $1,865-20.6% | $3,226-54.1% | $2,790-46.9% |
| Participant deferral / active EE | $3,689 | $3,686+0.1% | $5,217-29.3% | $4,249-13.2% |
| Admin fee / account holder | $3,232 | $5,523-41.5% | $13,208-75.5% | $8,951-63.9% |