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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 | $98,666 | $69,977+41.0% | $108,582-9.1% | $62,881+56.9% |
| Participation rate | 59.6% | 72.9%-13.3pp | 79.6%-20.0pp | 69.3%-9.7pp |
| Annual return | 8.40% | 10.73%-2.3pp | -51.70%+60.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,003 | $2,135-53.0% | $3,758-73.3% | $2,281-56.0% |
| Participant deferral / active EE | $4,317 | $3,165+36.4% | $4,311+0.1% | $3,203+34.8% |
| Admin fee / account holder | $6,978 | $5,076+37.5% | $7,645-8.7% | $4,296+62.5% |