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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 | $96,767 | $86,050+12.5% | $189,758-49.0% | $94,015+2.9% |
| Participation rate | 48.8% | 68.9%-20.1pp | 79.8%-31.0pp | 70.8%-22.0pp |
| Annual return | 18.44% | 17.77%+0.7pp | 52.62%-34.2pp | 17.84%+0.6pp |
| Employer contribution / active EE | $1,610 | $2,819-42.9% | $4,767-66.2% | $2,790-42.3% |
| Participant deferral / active EE | $4,200 | $3,349+25.4% | $5,856-28.3% | $4,249-1.2% |
| Admin fee / account holder | $1,966 | $6,627-70.3% | $20,388-90.4% | $8,951-78.0% |