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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 | $76,451 | $45,343+68.6% | $150,298-49.1% | $67,986+12.5% |
| Participation rate | 44.6% | 51.9%-7.2pp | 77.8%-33.1pp | 57.2%-12.6pp |
| Annual return | 23.20% | 33.28%-10.1pp | 62.79%-39.6pp | 31.67%-8.5pp |
| Employer contribution / active EE | $1,037 | $1,462-29.1% | $4,154-75.0% | $2,019-48.6% |
| Participant deferral / active EE | $2,072 | $2,055+0.9% | $5,453-62.0% | $3,358-38.3% |
| Admin fee / account holder | $6,139 | $2,250+172.8% | $14,116-56.5% | $3,203+91.6% |