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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 | $82,607 | $55,932+47.7% | $76,735+7.7% | $67,986+21.5% |
| Participation rate | 39.5% | 50.8%-11.3pp | 69.5%-30.0pp | 57.2%-17.7pp |
| Annual return | 26.68% | 23.10%+3.6pp | 29.77%-3.1pp | 31.67%-5.0pp |
| Employer contribution / active EE | $1,552 | $1,487+4.4% | $2,454-36.8% | $2,019-23.1% |
| Participant deferral / active EE | $2,904 | $2,558+13.5% | $4,088-29.0% | $3,358-13.5% |
| Admin fee / account holder | $3,330 | $4,907-32.1% | $7,189-53.7% | $3,203+4.0% |