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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 | $91,467 | $75,541+21.1% | $152,093-39.9% | $82,637+10.7% |
| Participation rate | 49.2% | 66.5%-17.3pp | 77.8%-28.5pp | 68.1%-18.8pp |
| Annual return | 15.14% | 32.56%-17.4pp | 66.36%-51.2pp | 53.51%-38.4pp |
| Employer contribution / active EE | $2,529 | $2,622-3.5% | $4,175-39.4% | $2,552-0.9% |
| Participant deferral / active EE | $4,094 | $3,206+27.7% | $5,451-24.9% | $4,126-0.8% |
| Admin fee / account holder | $1,919 | $6,405-70.0% | $14,497-86.8% | $7,339-73.9% |