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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 | $92,164 | $72,027+28.0% | $185,835-50.4% | $79,852+15.4% |
| Participation rate | 53.8% | 65.8%-11.9pp | 78.0%-24.2pp | 69.6%-15.8pp |
| Annual return | 22.57% | 23.13%-0.6pp | 35.96%-13.4pp | 31.72%-9.1pp |
| Employer contribution / active EE | $1,782 | $1,965-9.3% | $4,087-56.4% | $2,471-27.9% |
| Participant deferral / active EE | $4,694 | $3,780+24.2% | $5,633-16.7% | $3,740+25.5% |
| Admin fee / account holder | $543 | $4,513-88.0% | $9,502-94.3% | $5,306-89.8% |