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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 | $57,590+34.8% | $86,233-10.0% | $82,448-5.9% |
| Participation rate | 32.0% | 57.9%-25.9pp | 69.0%-37.0pp | 68.1%-36.1pp |
| Annual return | 16.12% | 22.41%-6.3pp | 61.39%-45.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,481 | $1,655-10.5% | $2,504-40.9% | $2,551-41.9% |
| Participant deferral / active EE | $3,689 | $3,080+19.8% | $4,559-19.1% | $4,139-10.9% |
| Admin fee / account holder | $3,232 | $4,730-31.7% | $8,342-61.3% | $7,234-55.3% |