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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 | $91,042 | $73,978+23.1% | $96,515-5.7% | $75,173+21.1% |
| Participation rate | 36.5% | 66.4%-29.9pp | 74.3%-37.8pp | 67.2%-30.7pp |
| Annual return | 14.96% | 26.72%-11.8pp | 35.73%-20.8pp | 160.72%-145.8pp |
| Employer contribution / active EE | $1,080 | $2,931-63.1% | $3,740-71.1% | $2,671-59.6% |
| Participant deferral / active EE | $4,319 | $3,660+18.0% | $4,880-11.5% | $4,126+4.7% |
| Admin fee / account holder | $1,806 | $5,219-65.4% | $6,735-73.2% | $5,651-68.0% |