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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 | $90,998 | $78,423+16.0% | $95,964-5.2% | $79,856+14.0% |
| Participation rate | 47.1% | 73.5%-26.4pp | 77.1%-30.0pp | 69.6%-22.6pp |
| Annual return | 21.15% | 19.37%+1.8pp | 91.64%-70.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,019 | $1,945-47.6% | $2,541-59.9% | $2,471-58.8% |
| Participant deferral / active EE | $1,835 | $3,440-46.7% | $4,167-56.0% | $3,741-50.9% |
| Admin fee / account holder | $6,735 | $5,622+19.8% | $6,797-0.9% | $5,306+26.9% |