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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 | $78,697 | $49,249+59.8% | $70,476+11.7% | $79,852-1.4% |
| Participation rate | 42.4% | 69.2%-26.7pp | 75.1%-32.6pp | 69.6%-27.2pp |
| Annual return | 22.66% | 30.09%-7.4pp | 109.12%-86.5pp | 31.72%-9.1pp |
| Employer contribution / active EE | $1,295 | $2,100-38.3% | $2,738-52.7% | $2,471-47.6% |
| Participant deferral / active EE | $2,276 | $2,769-17.8% | $3,710-38.7% | $3,740-39.2% |
| Admin fee / account holder | $1,352 | $2,878-53.0% | $3,847-64.8% | $5,306-74.5% |