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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 | $76,490 | $54,297+40.9% | $97,032-21.2% | $65,306+17.1% |
| Participation rate | 40.3% | 42.3%-2.0pp | 71.6%-31.3pp | 57.7%-17.4pp |
| Annual return | 14.08% | 21.17%-7.1pp | 35.38%-21.3pp | 21.94%-7.9pp |
| Employer contribution / active EE | $2,498 | $1,365+83.0% | $2,629-5.0% | $1,967+27.0% |
| Participant deferral / active EE | $717 | $2,259-68.3% | $4,672-84.7% | $2,959-75.8% |
| Admin fee / account holder | $9,464 | $3,744+152.8% | $9,418+0.5% | $3,480+172.0% |