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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 | $87,543 | $81,276+7.7% | $155,574-43.7% | $80,925+8.2% |
| Participation rate | 41.9% | 66.2%-24.3pp | 78.2%-36.3pp | 67.7%-25.7pp |
| Annual return | 12.05% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1,117 | $3,103-64.0% | $4,676-76.1% | $2,756-59.5% |
| Participant deferral / active EE | $3,273 | $3,453-5.2% | $5,629-41.9% | $4,299-23.9% |
| Admin fee / account holder | $7,524 | $7,993-5.9% | $15,914-52.7% | $6,940+8.4% |