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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 | $79,317 | $58,493+35.6% | $84,021-5.6% | $72,975+8.7% |
| Participation rate | 46.1% | 61.2%-15.2pp | 69.0%-23.0pp | 69.5%-23.4pp |
| Annual return | 20.48% | 28.93%-8.4pp | 71.32%-50.8pp | 81.01%-60.5pp |
| Employer contribution / active EE | $1,131 | $1,163-2.7% | $1,984-43.0% | $2,440-53.6% |
| Participant deferral / active EE | $2,840 | $2,394+18.6% | $3,239-12.3% | $3,608-21.3% |
| Admin fee / account holder | $5,373 | $4,569+17.6% | $6,102-11.9% | $5,124+4.9% |