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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 | $79,764 | $54,757+45.7% | $90,300-11.7% | $72,983+9.3% |
| Participation rate | 37.2% | 65.1%-27.9pp | 73.3%-36.1pp | 69.5%-32.3pp |
| Annual return | 17.20% | 30.63%-13.4pp | 78.11%-60.9pp | 81.01%-63.8pp |
| Employer contribution / active EE | $1,138 | $2,092-45.6% | $2,854-60.1% | $2,440-53.3% |
| Participant deferral / active EE | $2,664 | $2,887-7.7% | $3,884-31.4% | $3,608-26.1% |
| Admin fee / account holder | $3,689 | $3,972-7.1% | $5,353-31.1% | $5,124-28.0% |