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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 | $92,396 | $116,167-20.5% | $64,489+43.3% | $137,256-32.7% |
| Participation rate | 36.8% | 68.2%-31.3pp | 67.7%-30.9pp | 80.0%-43.1pp |
| Annual return | 11.56% | 36.55%-25.0pp | 55.03%-43.5pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,249 | $2,483-49.7% | $1,523-18.0% | $4,156-69.9% |
| Participant deferral / active EE | $2,101 | $4,215-50.1% | $2,778-24.4% | $6,407-67.2% |
| Admin fee / account holder | $2,129 | $6,188-65.6% | $4,260-50.0% | $12,270-82.6% |