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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 | $83,117 | $74,535+11.5% | $100,712-17.5% | $82,637+0.6% |
| Participation rate | 37.5% | 61.2%-23.7pp | 69.3%-31.8pp | 68.1%-30.6pp |
| Annual return | 21.28% | 18.92%+2.4pp | 33.27%-12.0pp | 53.51%-32.2pp |
| Employer contribution / active EE | $1,306 | $1,503-13.1% | $2,313-43.5% | $2,552-48.8% |
| Participant deferral / active EE | $4,853 | $3,074+57.9% | $4,085+18.8% | $4,126+17.6% |
| Admin fee / account holder | $2,283 | $6,576-65.3% | $9,256-75.3% | $7,339-68.9% |