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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 | $98,858 | $80,992+22.1% | $96,534+2.4% | $75,173+31.5% |
| Participation rate | 53.8% | 71.8%-17.9pp | 76.0%-22.1pp | 67.2%-13.4pp |
| Annual return | 18.15% | 27.05%-8.9pp | 25.88%-7.7pp | 160.72%-142.6pp |
| Employer contribution / active EE | $1,146 | $2,283-49.8% | $2,965-61.3% | $2,671-57.1% |
| Participant deferral / active EE | $5,412 | $3,929+37.7% | $4,851+11.6% | $4,126+31.2% |
| Admin fee / account holder | $1,782 | $6,717-73.5% | $8,253-78.4% | $5,651-68.5% |