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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 | $79,093 | $72,269+9.4% | $101,271-21.9% | $79,852-0.9% |
| Participation rate | 48.0% | 68.5%-20.5pp | 75.8%-27.8pp | 69.6%-21.6pp |
| Annual return | 15.12% | 22.29%-7.2pp | 46.48%-31.4pp | 31.72%-16.6pp |
| Employer contribution / active EE | $1,657 | $2,692-38.5% | $3,660-54.7% | $2,471-33.0% |
| Participant deferral / active EE | $3,842 | $3,282+17.1% | $4,371-12.1% | $3,740+2.7% |
| Admin fee / account holder | $9,648 | $4,401+119.2% | $5,948+62.2% | $5,306+81.8% |