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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 | $83,514 | $88,996-6.2% | $78,004+7.1% | $138,895-39.9% |
| Participation rate | 57.1% | 74.4%-17.2pp | 69.4%-12.3pp | 79.9%-22.8pp |
| Annual return | 12.96% | 28.03%-15.1pp | 31.07%-18.1pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,885 | $2,917-35.4% | $2,469-23.7% | $4,194-55.1% |
| Participant deferral / active EE | $4,455 | $4,724-5.7% | $4,092+8.9% | $6,396-30.4% |
| Admin fee / account holder | $1,763 | $8,807-80.0% | $7,578-76.7% | $12,562-86.0% |