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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 | $91,986 | $81,358+13.1% | $155,556-40.9% | $80,959+13.6% |
| Participation rate | 51.4% | 66.3%-14.9pp | 78.2%-26.9pp | 67.7%-16.3pp |
| Annual return | 13.39% | 33.39%-20.0pp | 64.84%-51.4pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,820 | $3,106-41.4% | $4,675-61.1% | $2,757-34.0% |
| Participant deferral / active EE | $3,245 | $3,455-6.1% | $5,631-42.4% | $4,300-24.5% |
| Admin fee / account holder | $2,172 | $7,994-72.8% | $15,885-86.3% | $6,925-68.6% |