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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 | $79,559 | $76,669+3.8% | $96,520-17.6% | $71,495+11.3% |
| Participation rate | 47.0% | 66.6%-19.6pp | 74.3%-27.4pp | 67.9%-21.0pp |
| Annual return | 17.07% | 48.29%-31.2pp | 35.72%-18.6pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,703 | $3,031-43.8% | $3,739-54.4% | $2,589-34.2% |
| Participant deferral / active EE | $3,589 | $3,771-4.8% | $4,879-26.4% | $4,291-16.4% |
| Admin fee / account holder | $3,734 | $2,028+84.1% | $6,733-44.5% | $1,588+135.2% |