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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 | $95,162 | $83,485+14.0% | $125,192-24.0% | $72,975+30.4% |
| Participation rate | 65.9% | 73.3%-7.4pp | 79.8%-13.9pp | 69.5%-3.6pp |
| Annual return | 17.41% | 25.77%-8.4pp | 43.79%-26.4pp | 81.01%-63.6pp |
| Employer contribution / active EE | $1,534 | $2,346-34.6% | $3,866-60.3% | $2,440-37.2% |
| Participant deferral / active EE | $4,022 | $3,586+12.2% | $4,937-18.5% | $3,608+11.5% |
| Admin fee / account holder | $18,947 | $5,518+243.4% | $9,704+95.3% | $5,124+269.8% |