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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 | $94,871 | $76,407+24.2% | $150,298-36.9% | $82,448+15.1% |
| Participation rate | 64.1% | 66.4%-2.3pp | 77.8%-13.7pp | 68.1%-4.0pp |
| Annual return | 14.13% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,580 | $2,614-39.5% | $4,154-62.0% | $2,551-38.1% |
| Participant deferral / active EE | $3,634 | $3,214+13.1% | $5,453-33.3% | $4,139-12.2% |
| Admin fee / account holder | $1,143 | $6,352-82.0% | $14,116-91.9% | $7,234-84.2% |