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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 | $85,409 | $76,383+11.8% | $121,663-29.8% | $64,340+32.7% |
| Participation rate | 33.1% | 60.4%-27.4pp | 74.5%-41.4pp | 55.2%-22.2pp |
| Annual return | 18.02% | 16.98%+1.0pp | 147.54%-129.5pp | 24.14%-6.1pp |
| Employer contribution / active EE | $1,025 | $1,943-47.3% | $3,020-66.1% | $1,862-45.0% |
| Participant deferral / active EE | $2,386 | $3,149-24.2% | $4,887-51.2% | $2,980-19.9% |
| Admin fee / account holder | $4,196 | $4,142+1.3% | $14,289-70.6% | $3,703+13.3% |