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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 | $78,690+23.0% | $161,489-40.1% | $87,485+10.6% |
| Participation rate | 48.8% | 67.5%-18.6pp | 78.7%-29.9pp | 68.9%-20.1pp |
| Annual return | 18.44% | 32.74%-14.3pp | 89.72%-71.3pp | 26.06%-7.6pp |
| Employer contribution / active EE | $1,610 | $2,588-37.8% | $4,268-62.3% | $2,596-38.0% |
| Participant deferral / active EE | $4,200 | $3,311+26.9% | $5,630-25.4% | $4,274-1.7% |
| Admin fee / account holder | $1,966 | $6,724-70.8% | $16,006-87.7% | $7,775-74.7% |