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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 | $84,735 | $72,273+17.2% | $101,275-16.3% | $79,856+6.1% |
| Participation rate | 40.0% | 68.5%-28.5pp | 75.8%-35.8pp | 69.6%-29.6pp |
| Annual return | 23.92% | 22.30%+1.6pp | 46.48%-22.6pp | 31.71%-7.8pp |
| Employer contribution / active EE | $2,047 | $2,691-23.9% | $3,660-44.1% | $2,471-17.2% |
| Participant deferral / active EE | $3,764 | $3,282+14.7% | $4,371-13.9% | $3,741+0.6% |
| Admin fee / account holder | $7,550 | $4,401+71.5% | $5,948+26.9% | $5,306+42.3% |