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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 | $82,463 | $76,407+7.9% | $150,298-45.1% | $82,4480% |
| Participation rate | 37.0% | 66.4%-29.4pp | 77.8%-40.7pp | 68.1%-31.0pp |
| Annual return | 17.25% | 39.99%-22.7pp | 62.79%-45.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $933 | $2,614-64.3% | $4,154-77.6% | $2,551-63.4% |
| Participant deferral / active EE | $3,319 | $3,214+3.2% | $5,453-39.1% | $4,139-19.8% |
| Admin fee / account holder | $1,199 | $6,352-81.1% | $14,116-91.5% | $7,234-83.4% |