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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 | $94,089 | $81,504+15.4% | $102,437-8.1% | $80,959+16.2% |
| Participation rate | 57.1% | 66.9%-9.7pp | 74.5%-17.4pp | 67.7%-10.5pp |
| Annual return | 10.63% | 25.60%-15.0pp | 24.95%-14.3pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,354 | $3,104-56.4% | $3,871-65.0% | $2,757-50.9% |
| Participant deferral / active EE | $2,691 | $3,871-30.5% | $5,060-46.8% | $4,300-37.4% |
| Admin fee / account holder | $5,906 | $6,719-12.1% | $8,388-29.6% | $6,925-14.7% |