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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 | $80,015 | $68,852+16.2% | $120,524-33.6% | $80,925-1.1% |
| Participation rate | 57.7% | 61.6%-3.9pp | 71.9%-14.2pp | 67.7%-10.0pp |
| Annual return | 16.13% | 23.67%-7.5pp | 107.36%-91.2pp | 35.65%-19.5pp |
| Employer contribution / active EE | $1,249 | $2,063-39.5% | $3,469-64.0% | $2,756-54.7% |
| Participant deferral / active EE | $3,501 | $3,187+9.9% | $4,994-29.9% | $4,299-18.6% |
| Admin fee / account holder | $2,535 | $5,781-56.1% | $9,440-73.1% | $6,940-63.5% |