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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 | $85,148 | $76,407+11.4% | $150,298-43.3% | $82,448+3.3% |
| Participation rate | 55.6% | 66.4%-10.8pp | 77.8%-22.2pp | 68.1%-12.5pp |
| Annual return | 17.70% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $825 | $2,614-68.5% | $4,154-80.1% | $2,551-67.7% |
| Participant deferral / active EE | $4,930 | $3,214+53.4% | $5,453-9.6% | $4,139+19.1% |
| Admin fee / account holder | $1,753 | $6,352-72.4% | $14,116-87.6% | $7,234-75.8% |