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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 | $85,990 | $76,407+12.5% | $150,298-42.8% | $82,448+4.3% |
| Participation rate | 37.3% | 66.4%-29.1pp | 77.8%-40.4pp | 68.1%-30.8pp |
| Annual return | 18.10% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,628 | $2,614-37.7% | $4,154-60.8% | $2,551-36.2% |
| Participant deferral / active EE | $3,501 | $3,214+8.9% | $5,453-35.8% | $4,139-15.4% |
| Admin fee / account holder | $906 | $6,352-85.7% | $14,116-93.6% | $7,234-87.5% |