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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 | $89,317 | $58,493+52.7% | $84,021+6.3% | $72,975+22.4% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 18.31% | 28.93%-10.6pp | 71.32%-53.0pp | 81.01%-62.7pp |
| Employer contribution / active EE | $1,378 | $1,163+18.5% | $1,984-30.5% | $2,440-43.5% |
| Participant deferral / active EE | $2,542 | $2,394+6.2% | $3,239-21.5% | $3,608-29.5% |
| Admin fee / account holder | $1,463 | $4,569-68.0% | $6,102-76.0% | $5,124-71.5% |