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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 | $77,221 | $64,920+18.9% | $103,693-25.5% | $86,983-11.2% |
| Participation rate | 54.1% | 63.6%-9.5pp | 72.6%-18.6pp | 69.5%-15.5pp |
| Annual return | 17.20% | 30.29%-13.1pp | 47.61%-30.4pp | 25.83%-8.6pp |
| Employer contribution / active EE | $1,026 | $2,141-52.1% | $2,920-64.9% | $2,584-60.3% |
| Participant deferral / active EE | $1,851 | $3,241-42.9% | $4,579-59.6% | $4,194-55.9% |
| Admin fee / account holder | $1,559 | $6,191-74.8% | $7,858-80.2% | $7,856-80.2% |