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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 | $80,655 | $46,599+73.1% | $64,101+25.8% | $75,173+7.3% |
| Participation rate | 57.1% | 65.9%-8.8pp | 72.3%-15.2pp | 67.2%-10.1pp |
| Annual return | 18.73% | 26.06%-7.3pp | 33.72%-15.0pp | 160.72%-142.0pp |
| Employer contribution / active EE | $1,198 | $1,975-39.4% | $2,749-56.4% | $2,671-55.2% |
| Participant deferral / active EE | $4,925 | $2,837+73.6% | $3,881+26.9% | $4,126+19.4% |
| Admin fee / account holder | $1,375 | $2,956-53.5% | $3,070-55.2% | $5,651-75.7% |