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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 | $101,375 | $73,978+37.0% | $96,515+5.0% | $75,173+34.9% |
| Participation rate | 56.5% | 66.4%-9.9pp | 74.3%-17.8pp | 67.2%-10.7pp |
| Annual return | 16.36% | 26.72%-10.4pp | 35.73%-19.4pp | 160.72%-144.4pp |
| Employer contribution / active EE | $1,544 | $2,931-47.3% | $3,740-58.7% | $2,671-42.2% |
| Participant deferral / active EE | $3,433 | $3,660-6.2% | $4,880-29.6% | $4,126-16.8% |
| Admin fee / account holder | $595 | $5,219-88.6% | $6,735-91.2% | $5,651-89.5% |