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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 | $85,577 | $55,902+53.1% | $76,030+12.6% | $80,959+5.7% |
| Participation rate | 41.9% | 62.1%-20.1pp | 69.1%-27.1pp | 67.7%-25.7pp |
| Annual return | 15.98% | 20.59%-4.6pp | 361.54%-345.6pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,212 | $1,867-35.1% | $2,688-54.9% | $2,757-56.0% |
| Participant deferral / active EE | $2,953 | $3,051-3.2% | $4,257-30.6% | $4,300-31.3% |
| Admin fee / account holder | $5,566 | $5,239+6.2% | $6,421-13.3% | $6,925-19.6% |