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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 | $82,422 | $73,787+11.7% | $98,716-16.5% | $82,4480% |
| Participation rate | 46.6% | 61.4%-14.9pp | 69.3%-22.7pp | 68.1%-21.5pp |
| Annual return | 15.57% | 18.57%-3.0pp | 31.81%-16.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,789 | $1,511+18.4% | $2,279-21.5% | $2,551-29.9% |
| Participant deferral / active EE | $2,287 | $3,081-25.8% | $4,048-43.5% | $4,139-44.8% |
| Admin fee / account holder | $1,915 | $6,500-70.5% | $8,703-78.0% | $7,234-73.5% |