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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 | $90,228 | $75,541+19.4% | $152,093-40.7% | $82,637+9.2% |
| Participation rate | 41.5% | 66.5%-25.0pp | 77.8%-36.3pp | 68.1%-26.5pp |
| Annual return | 29.61% | 32.56%-2.9pp | 66.36%-36.7pp | 53.51%-23.9pp |
| Employer contribution / active EE | $1,463 | $2,622-44.2% | $4,175-64.9% | $2,552-42.7% |
| Participant deferral / active EE | $4,311 | $3,206+34.5% | $5,451-20.9% | $4,126+4.5% |
| Admin fee / account holder | $11,780 | $6,405+83.9% | $14,497-18.7% | $7,339+60.5% |