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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 | $95,491 | $81,457+17.2% | $103,378-7.6% | $80,911+18.0% |
| Participation rate | 53.6% | 66.8%-13.3pp | 74.5%-20.9pp | 67.6%-14.1pp |
| Annual return | 11.24% | 25.58%-14.3pp | 24.91%-13.7pp | 35.63%-24.4pp |
| Employer contribution / active EE | $1,734 | $3,107-44.2% | $3,870-55.2% | $2,756-37.1% |
| Participant deferral / active EE | $3,078 | $3,871-20.5% | $5,058-39.1% | $4,297-28.4% |
| Admin fee / account holder | $3,848 | $6,717-42.7% | $8,401-54.2% | $6,935-44.5% |