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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 | $89,734 | $75,541+18.8% | $152,093-41.0% | $82,637+8.6% |
| Participation rate | 46.7% | 66.5%-19.9pp | 77.8%-31.1pp | 68.1%-21.4pp |
| Annual return | 17.57% | 32.56%-15.0pp | 66.36%-48.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $1,651 | $2,622-37.0% | $4,175-60.5% | $2,552-35.3% |
| Participant deferral / active EE | $3,426 | $3,206+6.9% | $5,451-37.2% | $4,126-17.0% |
| Admin fee / account holder | $1,069 | $6,405-83.3% | $14,497-92.6% | $7,339-85.4% |