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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 | $68,878+16.2% | $120,574-33.6% | $80,935-1.1% |
| Participation rate | 57.7% | 61.7%-4.0pp | 71.9%-14.3pp | 67.7%-10.0pp |
| Annual return | 16.13% | 23.67%-7.5pp | 107.42%-91.3pp | 35.66%-19.5pp |
| Employer contribution / active EE | $1,249 | $2,065-39.5% | $3,471-64.0% | $2,757-54.7% |
| Participant deferral / active EE | $3,501 | $3,189+9.8% | $4,996-29.9% | $4,299-18.6% |
| Admin fee / account holder | $2,535 | $5,782-56.2% | $9,445-73.2% | $6,924-63.4% |