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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 | $75,541+21.9% | $152,093-39.4% | $82,637+11.5% |
| Participation rate | 25.6% | 66.5%-41.0pp | 77.8%-52.2pp | 68.1%-42.5pp |
| Annual return | 18.24% | 32.56%-14.3pp | 66.36%-48.1pp | 53.51%-35.3pp |
| Employer contribution / active EE | $1,215 | $2,622-53.7% | $4,175-70.9% | $2,552-52.4% |
| Participant deferral / active EE | $2,784 | $3,206-13.1% | $5,451-48.9% | $4,126-32.5% |
| Admin fee / account holder | $8,844 | $6,405+38.1% | $14,497-39.0% | $7,339+20.5% |