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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 | $81,276+13.2% | $155,574-40.9% | $80,925+13.7% |
| Participation rate | 51.4% | 66.2%-14.9pp | 78.2%-26.9pp | 67.7%-16.3pp |
| Annual return | 13.39% | 33.36%-20.0pp | 64.87%-51.5pp | 35.65%-22.3pp |
| Employer contribution / active EE | $1,820 | $3,103-41.3% | $4,676-61.1% | $2,756-34.0% |
| Participant deferral / active EE | $3,245 | $3,453-6.0% | $5,629-42.4% | $4,299-24.5% |
| Admin fee / account holder | $2,172 | $7,993-72.8% | $15,914-86.4% | $6,940-68.7% |