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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 | $78,064 | $57,590+35.6% | $86,233-9.5% | $82,448-5.3% |
| Participation rate | 51.7% | 57.9%-6.2pp | 69.0%-17.4pp | 68.1%-16.4pp |
| Annual return | 19.38% | 22.41%-3.0pp | 61.39%-42.0pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,198 | $1,655-27.6% | $2,504-52.1% | $2,551-53.0% |
| Participant deferral / active EE | $3,909 | $3,080+26.9% | $4,559-14.3% | $4,139-5.6% |
| Admin fee / account holder | $3,465 | $4,730-26.8% | $8,342-58.5% | $7,234-52.1% |