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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 | $89,448 | $77,920+14.8% | $149,723-40.3% | $75,177+19.0% |
| Participation rate | 63.2% | 65.6%-2.4pp | 78.8%-15.6pp | 67.2%-4.0pp |
| Annual return | 22.91% | 31.72%-8.8pp | 134.50%-111.6pp | 160.75%-137.8pp |
| Employer contribution / active EE | $1,811 | $3,138-42.3% | $4,821-62.4% | $2,671-32.2% |
| Participant deferral / active EE | $2,888 | $3,411-15.3% | $5,682-49.2% | $4,126-30.0% |
| Admin fee / account holder | $758 | $5,951-87.3% | $13,215-94.3% | $5,651-86.6% |