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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 | $96,085 | $91,198+5.4% | $178,503-46.2% | $79,856+20.3% |
| Participation rate | 62.2% | 69.2%-7.1pp | 81.9%-19.8pp | 69.6%-7.5pp |
| Annual return | 13.51% | 24.20%-10.7pp | 151.12%-137.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,382 | $3,257-57.6% | $5,011-72.4% | $2,471-44.1% |
| Participant deferral / active EE | $2,433 | $3,237-24.8% | $5,202-53.2% | $3,741-34.9% |
| Admin fee / account holder | $1,435 | $6,748-78.7% | $13,987-89.7% | $5,306-73.0% |