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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 | $92,183 | $49,976+84.5% | $66,674+38.3% | $82,637+11.6% |
| Participation rate | 57.1% | 63.1%-6.0pp | 73.7%-16.5pp | 68.1%-10.9pp |
| Annual return | 14.96% | 39.09%-24.1pp | 321.24%-306.3pp | 53.51%-38.5pp |
| Employer contribution / active EE | $1,147 | $1,988-42.3% | $2,620-56.2% | $2,552-55.1% |
| Participant deferral / active EE | $3,085 | $2,847+8.4% | $4,084-24.5% | $4,126-25.2% |
| Admin fee / account holder | $2,415 | $4,594-47.4% | $5,098-52.6% | $7,339-67.1% |