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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 | $79,278 | $59,440+33.4% | $78,004+1.6% | $82,637-4.1% |
| Participation rate | 46.7% | 62.8%-16.2pp | 69.4%-22.8pp | 68.1%-21.4pp |
| Annual return | 16.47% | 40.24%-23.8pp | 31.07%-14.6pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,608 | $1,750-8.1% | $2,469-34.9% | $2,552-37.0% |
| Participant deferral / active EE | $2,344 | $3,138-25.3% | $4,092-42.7% | $4,126-43.2% |
| Admin fee / account holder | $1,572 | $5,504-71.4% | $7,578-79.3% | $7,339-78.6% |