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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 | $90,983 | $51,222+77.6% | $70,544+29.0% | $75,173+21.0% |
| Participation rate | 50.9% | 61.0%-10.1pp | 68.4%-17.5pp | 67.2%-16.3pp |
| Annual return | 14.61% | 30.06%-15.4pp | 32.79%-18.2pp | 160.72%-146.1pp |
| Employer contribution / active EE | $1,354 | $1,827-25.9% | $2,976-54.5% | $2,671-49.3% |
| Participant deferral / active EE | $3,110 | $2,850+9.1% | $4,568-31.9% | $4,126-24.6% |
| Admin fee / account holder | $2,435 | $4,096-40.5% | $6,427-62.1% | $5,651-56.9% |