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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 | $98,400 | $83,485+17.9% | $125,195-21.4% | $72,976+34.8% |
| Participation rate | 58.9% | 73.3%-14.4pp | 79.8%-20.9pp | 69.5%-10.6pp |
| Annual return | 23.89% | 25.77%-1.9pp | 43.79%-19.9pp | 81.02%-57.1pp |
| Employer contribution / active EE | $1,282 | $2,346-45.4% | $3,866-66.9% | $2,440-47.5% |
| Participant deferral / active EE | $3,471 | $3,586-3.2% | $4,937-29.7% | $3,608-3.8% |
| Admin fee / account holder | $2,956 | $5,518-46.4% | $9,704-69.5% | $5,124-42.3% |