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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 | $81,892 | $91,559-10.6% | $133,978-38.9% | $79,856+2.5% |
| Participation rate | 67.1% | 73.3%-6.3pp | 79.8%-12.8pp | 69.6%-2.6pp |
| Annual return | 12.19% | 61.85%-49.7pp | 45.10%-32.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,631 | $2,384-31.6% | $3,919-58.4% | $2,471-34.0% |
| Participant deferral / active EE | $2,946 | $3,734-21.1% | $5,047-41.6% | $3,741-21.2% |
| Admin fee / account holder | $1,832 | $6,321-71.0% | $8,930-79.5% | $5,306-65.5% |