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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 | $81,443 | $65,361+24.6% | $92,903-12.3% | $72,983+11.6% |
| Participation rate | 48.1% | 68.3%-20.3pp | 76.0%-28.0pp | 69.5%-21.4pp |
| Annual return | 22.01% | 42.11%-20.1pp | 109.43%-87.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $1,498 | $2,594-42.3% | $3,653-59.0% | $2,440-38.6% |
| Participant deferral / active EE | $3,019 | $3,128-3.5% | $4,238-28.8% | $3,608-16.3% |
| Admin fee / account holder | $1,509 | $4,251-64.5% | $5,795-74.0% | $5,124-70.5% |