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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 | $101,236 | $77,814+30.1% | $158,223-36.0% | $86,983+16.4% |
| Participation rate | 61.4% | 68.4%-7.1pp | 79.2%-17.8pp | 69.5%-8.2pp |
| Annual return | 16.32% | 30.54%-14.2pp | 52.09%-35.8pp | 25.83%-9.5pp |
| Employer contribution / active EE | $1,903 | $2,592-26.6% | $4,109-53.7% | $2,584-26.4% |
| Participant deferral / active EE | $1,903 | $3,270-41.8% | $5,467-65.2% | $4,194-54.6% |
| Admin fee / account holder | $2,431 | $5,879-58.7% | $16,047-84.9% | $7,856-69.1% |