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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 | $87,614 | $56,054+56.3% | $171,082-48.8% | $62,881+39.3% |
| Participation rate | 57.4% | 62.9%-5.5pp | 76.7%-19.3pp | 69.3%-11.9pp |
| Annual return | 8.01% | 22.52%-14.5pp | 32.56%-24.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,917 | $1,731+10.7% | $4,002-52.1% | $2,281-16.0% |
| Participant deferral / active EE | $2,514 | $3,158-20.4% | $4,797-47.6% | $3,203-21.5% |
| Admin fee / account holder | $2,504 | $3,647-31.3% | $8,520-70.6% | $4,296-41.7% |