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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 | $82,854 | $57,590+43.9% | $86,233-3.9% | $82,448+0.5% |
| Participation rate | 35.0% | 57.9%-22.9pp | 69.0%-34.0pp | 68.1%-33.1pp |
| Annual return | 16.96% | 22.41%-5.5pp | 61.39%-44.4pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,314 | $1,655-20.6% | $2,504-47.5% | $2,551-48.5% |
| Participant deferral / active EE | $3,312 | $3,080+7.5% | $4,559-27.3% | $4,139-20.0% |
| Admin fee / account holder | $3,163 | $4,730-33.1% | $8,342-62.1% | $7,234-56.3% |