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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 | $91,295 | $71,208+28.2% | $93,681-2.5% | $80,911+12.8% |
| Participation rate | 57.6% | 60.4%-2.8pp | 68.7%-11.2pp | 67.6%-10.1pp |
| Annual return | 11.91% | 11.27%+0.6pp | 133.47%-121.6pp | 35.63%-23.7pp |
| Employer contribution / active EE | $1,295 | $1,564-17.3% | $2,422-46.6% | $2,756-53.0% |
| Participant deferral / active EE | $5,479 | $4,035+35.8% | $4,415+24.1% | $4,297+27.5% |
| Admin fee / account holder | $2,361 | $6,951-66.0% | $8,290-71.5% | $6,935-65.9% |