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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 | $92,109 | $76,407+20.6% | $150,298-38.7% | $82,448+11.7% |
| Participation rate | 25.6% | 66.4%-40.8pp | 77.8%-52.2pp | 68.1%-42.5pp |
| Annual return | 18.24% | 39.99%-21.8pp | 62.79%-44.5pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,215 | $2,614-53.5% | $4,154-70.8% | $2,551-52.4% |
| Participant deferral / active EE | $2,784 | $3,214-13.4% | $5,453-48.9% | $4,139-32.7% |
| Admin fee / account holder | $8,844 | $6,352+39.2% | $14,116-37.3% | $7,234+22.3% |