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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 | $75,105 | $63,365+18.5% | $91,994-18.4% | $72,976+2.9% |
| Participation rate | 51.9% | 72.5%-20.7pp | 78.6%-26.8pp | 69.5%-17.6pp |
| Annual return | 24.28% | 35.35%-11.1pp | 69.04%-44.8pp | 81.02%-56.7pp |
| Employer contribution / active EE | $1,160 | $2,116-45.2% | $3,453-66.4% | $2,440-52.4% |
| Participant deferral / active EE | $2,494 | $4,883-48.9% | $5,924-57.9% | $3,608-30.9% |
| Admin fee / account holder | $3,954 | $4,670-15.3% | $7,744-48.9% | $5,124-22.8% |