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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 | $85,229 | $76,407+11.5% | $150,298-43.3% | $82,448+3.4% |
| Participation rate | 51.3% | 66.4%-15.1pp | 77.8%-26.5pp | 68.1%-16.8pp |
| Annual return | 17.85% | 39.99%-22.1pp | 62.79%-44.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,458 | $2,614-44.2% | $4,154-64.9% | $2,551-42.9% |
| Participant deferral / active EE | $2,697 | $3,214-16.1% | $5,453-50.5% | $4,139-34.8% |
| Admin fee / account holder | $1,866 | $6,352-70.6% | $14,116-86.8% | $7,234-74.2% |