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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 | $94,290 | $81,358+15.9% | $155,556-39.4% | $80,959+16.5% |
| Participation rate | 57.4% | 66.3%-8.8pp | 78.2%-20.8pp | 67.7%-10.2pp |
| Annual return | 13.29% | 33.39%-20.1pp | 64.84%-51.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,189 | $3,106-29.5% | $4,675-53.2% | $2,757-20.6% |
| Participant deferral / active EE | $8,669 | $3,455+150.9% | $5,631+54.0% | $4,300+101.6% |
| Admin fee / account holder | $16,105 | $7,994+101.5% | $15,885+1.4% | $6,925+132.5% |