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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 | $74,872 | $58,848+27.2% | $88,179-15.1% | $82,637-9.4% |
| Participation rate | 46.7% | 57.9%-11.2pp | 69.1%-22.5pp | 68.1%-21.4pp |
| Annual return | 19.48% | 22.76%-3.3pp | 64.97%-45.5pp | 53.51%-34.0pp |
| Employer contribution / active EE | $1,597 | $1,678-4.8% | $2,549-37.4% | $2,552-37.4% |
| Participant deferral / active EE | $2,570 | $3,124-17.7% | $4,614-44.3% | $4,126-37.7% |
| Admin fee / account holder | $4,668 | $4,795-2.6% | $7,673-39.2% | $7,339-36.4% |