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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 | $79,060 | $65,322+21.0% | $70,476+12.2% | $73,493+7.6% |
| Participation rate | 45.8% | 77.0%-31.2pp | 75.1%-29.3pp | 70.7%-24.9pp |
| Annual return | 19.05% | 15.71%+3.3pp | 109.12%-90.1pp | 28.51%-9.5pp |
| Employer contribution / active EE | $812 | $2,460-67.0% | $2,738-70.4% | $2,270-64.2% |
| Participant deferral / active EE | $1,722 | $3,375-49.0% | $3,710-53.6% | $3,740-54.0% |
| Admin fee / account holder | $1,287 | $214+501.4% | $3,847-66.5% | $513+150.9% |