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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 | $88,890 | $81,276+9.4% | $155,574-42.9% | $80,925+9.8% |
| Participation rate | 53.3% | 66.2%-12.9pp | 78.2%-24.9pp | 67.7%-14.3pp |
| Annual return | 15.22% | 33.36%-18.1pp | 64.87%-49.6pp | 35.65%-20.4pp |
| Employer contribution / active EE | $1,504 | $3,103-51.5% | $4,676-67.8% | $2,756-45.4% |
| Participant deferral / active EE | $7,209 | $3,453+108.8% | $5,629+28.1% | $4,299+67.7% |
| Admin fee / account holder | $790 | $7,993-90.1% | $15,914-95.0% | $6,940-88.6% |