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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 | $85,149 | $81,276+4.8% | $155,574-45.3% | $80,925+5.2% |
| Participation rate | 22.4% | 66.2%-43.8pp | 78.2%-55.8pp | 67.7%-45.2pp |
| Annual return | 16.36% | 33.36%-17.0pp | 64.87%-48.5pp | 35.65%-19.3pp |
| Employer contribution / active EE | $1,203 | $3,103-61.2% | $4,676-74.3% | $2,756-56.3% |
| Participant deferral / active EE | $2,091 | $3,453-39.4% | $5,629-62.9% | $4,299-51.4% |
| Admin fee / account holder | $3,439 | $7,993-57.0% | $15,914-78.4% | $6,940-50.4% |