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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 | $77,670+10.0% | $125,529-32.0% | $65,306+30.8% |
| Participation rate | 33.1% | 63.2%-30.1pp | 74.7%-41.7pp | 57.7%-24.6pp |
| Annual return | 18.02% | 15.16%+2.9pp | 202.56%-184.5pp | 21.94%-3.9pp |
| Employer contribution / active EE | $1,025 | $2,099-51.2% | $3,058-66.5% | $1,967-47.9% |
| Participant deferral / active EE | $2,386 | $3,095-22.9% | $4,813-50.4% | $2,959-19.4% |
| Admin fee / account holder | $4,196 | $3,598+16.6% | $16,298-74.3% | $3,480+20.6% |