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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 | $76,593 | $57,590+33.0% | $86,233-11.2% | $82,448-7.1% |
| Participation rate | 48.0% | 57.9%-9.9pp | 69.0%-21.1pp | 68.1%-20.1pp |
| Annual return | 17.35% | 22.41%-5.1pp | 61.39%-44.0pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,240 | $1,655-25.1% | $2,504-50.5% | $2,551-51.4% |
| Participant deferral / active EE | $3,117 | $3,080+1.2% | $4,559-31.6% | $4,139-24.7% |
| Admin fee / account holder | $3,405 | $4,730-28.0% | $8,342-59.2% | $7,234-52.9% |