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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 | $83,568 | $69,590+20.1% | $136,867-38.9% | $94,015-11.1% |
| Participation rate | 46.3% | 66.3%-20.0pp | 74.5%-28.2pp | 70.8%-24.5pp |
| Annual return | 19.65% | 19.62%0pp | 42.97%-23.3pp | 17.84%+1.8pp |
| Employer contribution / active EE | $2,001 | $2,396-16.5% | $3,547-43.6% | $2,790-28.3% |
| Participant deferral / active EE | $4,223 | $3,437+22.9% | $4,924-14.2% | $4,249-0.6% |
| Admin fee / account holder | $1,348 | $8,912-84.9% | $10,340-87.0% | $8,951-84.9% |