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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 | $97,231 | $65,027+49.5% | $90,970+6.9% | $79,852+21.8% |
| Participation rate | 50.7% | 61.6%-10.9pp | 69.0%-18.3pp | 69.6%-19.0pp |
| Annual return | 14.37% | 30.45%-16.1pp | 134.58%-120.2pp | 31.72%-17.4pp |
| Employer contribution / active EE | $1,602 | $1,247+28.5% | $2,122-24.5% | $2,471-35.2% |
| Participant deferral / active EE | $5,438 | $2,512+116.5% | $3,373+61.2% | $3,740+45.4% |
| Admin fee / account holder | $2,677 | $4,535-41.0% | $5,960-55.1% | $5,306-49.6% |