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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 | $77,516 | $73,988+4.8% | $96,538-19.7% | $75,177+3.1% |
| Participation rate | 32.9% | 66.4%-33.5pp | 74.3%-41.4pp | 67.2%-34.3pp |
| Annual return | 18.61% | 26.73%-8.1pp | 35.74%-17.1pp | 160.75%-142.1pp |
| Employer contribution / active EE | $1,940 | $2,930-33.8% | $3,740-48.1% | $2,671-27.4% |
| Participant deferral / active EE | $3,200 | $3,660-12.6% | $4,880-34.4% | $4,126-22.5% |
| Admin fee / account holder | $7,901 | $5,220+51.4% | $6,737+17.3% | $5,651+39.8% |