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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 | $81,331+4.7% | $155,534-45.3% | $80,935+5.2% |
| Participation rate | 22.4% | 66.3%-43.8pp | 78.2%-55.8pp | 67.7%-45.2pp |
| Annual return | 16.36% | 33.37%-17.0pp | 64.92%-48.6pp | 35.66%-19.3pp |
| Employer contribution / active EE | $1,203 | $3,105-61.2% | $4,675-74.3% | $2,757-56.3% |
| Participant deferral / active EE | $2,091 | $3,454-39.5% | $5,630-62.9% | $4,299-51.4% |
| Admin fee / account holder | $3,439 | $7,999-57.0% | $15,900-78.4% | $6,924-50.3% |