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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 | $63,131 | $51,166+23.4% | $70,544-10.5% | $71,511-11.7% |
| Participation rate | 54.6% | 59.4%-4.7pp | 68.4%-13.7pp | 67.9%-13.3pp |
| Annual return | 16.20% | 42.71%-26.5pp | 32.79%-16.6pp | 28.86%-12.7pp |
| Employer contribution / active EE | $1,420 | $1,793-20.8% | $2,976-52.3% | $2,589-45.2% |
| Participant deferral / active EE | $2,103 | $3,031-30.6% | $4,568-54.0% | $4,291-51.0% |
| Admin fee / account holder | $2,562 | $2,000+28.1% | $6,427-60.1% | $1,588+61.3% |