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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 | $95,053 | $71,215+33.5% | $93,696+1.4% | $80,935+17.4% |
| Participation rate | 26.9% | 60.4%-33.5pp | 68.7%-41.8pp | 67.7%-40.7pp |
| Annual return | 18.53% | 11.27%+7.3pp | 133.74%-115.2pp | 35.66%-17.1pp |
| Employer contribution / active EE | $1,379 | $1,565-11.9% | $2,422-43.1% | $2,757-50.0% |
| Participant deferral / active EE | $2,512 | $4,037-37.8% | $4,417-43.1% | $4,299-41.6% |
| Admin fee / account holder | $472 | $6,958-93.2% | $8,287-94.3% | $6,924-93.2% |