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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 | $77,431 | $59,123+31.0% | $77,183+0.3% | $75,181+3.0% |
| Participation rate | 29.7% | 63.9%-34.2pp | 69.6%-39.9pp | 67.2%-37.5pp |
| Annual return | 21.10% | 26.72%-5.6pp | 37.89%-16.8pp | 160.69%-139.6pp |
| Employer contribution / active EE | $1,367 | $1,996-31.5% | $2,534-46.1% | $2,671-48.8% |
| Participant deferral / active EE | $2,613 | $2,999-12.9% | $3,833-31.8% | $4,126-36.7% |
| Admin fee / account holder | $642 | $4,776-86.6% | $5,475-88.3% | $5,650-88.6% |