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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 | $78,676 | $47,848+64.4% | $81,473-3.4% | $70,126+12.2% |
| Participation rate | 46.0% | 58.3%-12.3pp | 68.0%-22.0pp | 69.5%-23.5pp |
| Annual return | 14.20% | 27.25%-13.0pp | 38.78%-24.6pp | 73.15%-58.9pp |
| Employer contribution / active EE | $728 | $1,527-52.3% | $2,568-71.7% | $2,343-68.9% |
| Participant deferral / active EE | $4,510 | $2,453+83.9% | $3,537+27.5% | $3,332+35.4% |
| Admin fee / account holder | $2,806 | $3,145-10.8% | $4,561-38.5% | $4,645-39.6% |