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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 | $82,118 | $54,541+50.6% | $78,778+4.2% | $70,126+17.1% |
| Participation rate | 52.0% | 60.8%-8.8pp | 69.2%-17.2pp | 69.5%-17.5pp |
| Annual return | 22.93% | 21.07%+1.9pp | 35.62%-12.7pp | 73.15%-50.2pp |
| Employer contribution / active EE | $538 | $1,089-50.6% | $1,986-72.9% | $2,343-77.0% |
| Participant deferral / active EE | $2,139 | $2,210-3.2% | $2,958-27.7% | $3,332-35.8% |
| Admin fee / account holder | $1,690 | $3,709-54.4% | $5,134-67.1% | $4,645-63.6% |