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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 | $75,541+12.8% | $152,093-44.0% | $82,637+3.1% |
| Participation rate | 51.3% | 66.5%-15.3pp | 77.8%-26.5pp | 68.1%-16.8pp |
| Annual return | 17.85% | 32.56%-14.7pp | 66.36%-48.5pp | 53.51%-35.7pp |
| Employer contribution / active EE | $1,458 | $2,622-44.4% | $4,175-65.1% | $2,552-42.9% |
| Participant deferral / active EE | $2,697 | $3,206-15.9% | $5,451-50.5% | $4,126-34.6% |
| Admin fee / account holder | $1,866 | $6,405-70.9% | $14,497-87.1% | $7,339-74.6% |