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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 | $117,169 | $76,407+53.3% | $150,298-22.0% | $82,448+42.1% |
| Participation rate | 44.0% | 66.4%-22.4pp | 77.8%-33.8pp | 68.1%-24.1pp |
| Annual return | 18.59% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,299 | $2,614-50.3% | $4,154-68.7% | $2,551-49.1% |
| Participant deferral / active EE | $3,764 | $3,214+17.1% | $5,453-31.0% | $4,139-9.1% |
| Admin fee / account holder | $1,753 | $6,352-72.4% | $14,116-87.6% | $7,234-75.8% |