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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 | $68,514 | $58,848+16.4% | $88,179-22.3% | $82,637-17.1% |
| Participation rate | 45.5% | 57.9%-12.4pp | 69.1%-23.7pp | 68.1%-22.6pp |
| Annual return | 17.42% | 22.76%-5.3pp | 64.97%-47.5pp | 53.51%-36.1pp |
| Employer contribution / active EE | $1,455 | $1,678-13.3% | $2,549-42.9% | $2,552-43.0% |
| Participant deferral / active EE | $2,044 | $3,124-34.6% | $4,614-55.7% | $4,126-50.5% |
| Admin fee / account holder | $2,439 | $4,795-49.1% | $7,673-68.2% | $7,339-66.8% |