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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 | $79,773 | $66,813+19.4% | $100,530-20.6% | $73,493+8.5% |
| Participation rate | 56.7% | 77.5%-20.8pp | 79.4%-22.7pp | 70.7%-14.0pp |
| Annual return | 19.61% | 25.70%-6.1pp | 30.89%-11.3pp | 28.51%-8.9pp |
| Employer contribution / active EE | $3,069 | $2,147+43.0% | $3,418-10.2% | $2,270+35.2% |
| Participant deferral / active EE | $3,933 | $5,883-33.1% | $6,271-37.3% | $3,740+5.2% |
| Admin fee / account holder | $3,453 | $512+574.4% | $8,083-57.3% | $513+573.1% |