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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 | $83,645 | $55,902+49.6% | $76,030+10.0% | $80,959+3.3% |
| Participation rate | 42.4% | 62.1%-19.6pp | 69.1%-26.6pp | 67.7%-25.2pp |
| Annual return | 12.28% | 20.59%-8.3pp | 361.54%-349.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,377 | $1,867-26.3% | $2,688-48.8% | $2,757-50.1% |
| Participant deferral / active EE | $3,573 | $3,051+17.1% | $4,257-16.1% | $4,300-16.9% |
| Admin fee / account holder | $7,308 | $5,239+39.5% | $6,421+13.8% | $6,925+5.5% |