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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 | $97,111 | $76,407+27.1% | $150,298-35.4% | $82,448+17.8% |
| Participation rate | 51.4% | 66.4%-15.0pp | 77.8%-26.3pp | 68.1%-16.6pp |
| Annual return | 16.06% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,045 | $2,614-60.0% | $4,154-74.8% | $2,551-59.0% |
| Participant deferral / active EE | $3,571 | $3,214+11.1% | $5,453-34.5% | $4,139-13.7% |
| Admin fee / account holder | $1,688 | $6,352-73.4% | $14,116-88.0% | $7,234-76.7% |