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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 | $79,003 | $58,493+35.1% | $84,021-6.0% | $72,975+8.3% |
| Participation rate | 45.6% | 61.2%-15.7pp | 69.0%-23.5pp | 69.5%-23.9pp |
| Annual return | 21.38% | 28.93%-7.6pp | 71.32%-49.9pp | 81.01%-59.6pp |
| Employer contribution / active EE | $1,512 | $1,163+30.0% | $1,984-23.8% | $2,440-38.0% |
| Participant deferral / active EE | $3,872 | $2,394+61.8% | $3,239+19.5% | $3,608+7.3% |
| Admin fee / account holder | $2,784 | $4,569-39.1% | $6,102-54.4% | $5,124-45.7% |