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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 | $83,827 | $65,364+28.2% | $92,909-9.8% | $72,975+14.9% |
| Participation rate | 45.7% | 68.3%-22.6pp | 76.0%-30.3pp | 69.5%-23.8pp |
| Annual return | 20.78% | 42.11%-21.3pp | 109.44%-88.7pp | 81.01%-60.2pp |
| Employer contribution / active EE | $2,109 | $2,594-18.7% | $3,653-42.3% | $2,440-13.6% |
| Participant deferral / active EE | $2,471 | $3,128-21.0% | $4,238-41.7% | $3,608-31.5% |
| Admin fee / account holder | $933 | $4,251-78.1% | $5,795-83.9% | $5,124-81.8% |