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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 | $95,830 | $81,358+17.8% | $155,556-38.4% | $80,959+18.4% |
| Participation rate | 53.1% | 66.3%-13.1pp | 78.2%-25.1pp | 67.7%-14.5pp |
| Annual return | 12.70% | 33.39%-20.7pp | 64.84%-52.1pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,651 | $3,106-46.9% | $4,675-64.7% | $2,757-40.1% |
| Participant deferral / active EE | $4,533 | $3,455+31.2% | $5,631-19.5% | $4,300+5.4% |
| Admin fee / account holder | $25,883 | $7,994+223.8% | $15,885+62.9% | $6,925+273.7% |