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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 | $83,427 | $76,551+9.0% | $123,894-32.7% | $62,881+32.7% |
| Participation rate | 43.7% | 73.0%-29.3pp | 81.4%-37.7pp | 69.3%-25.6pp |
| Annual return | 8.20% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,281 | $2,882-55.5% | $4,617-72.2% | $2,281-43.8% |
| Participant deferral / active EE | $4,722 | $4,840-2.4% | $5,984-21.1% | $3,203+47.4% |
| Admin fee / account holder | $5,976 | $4,826+23.8% | $8,357-28.5% | $4,296+39.1% |