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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 | $80,407 | $65,364+23.0% | $92,909-13.5% | $72,975+10.2% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 20.10% | 42.11%-22.0pp | 109.44%-89.3pp | 81.01%-60.9pp |
| Employer contribution / active EE | $1,011 | $2,594-61.0% | $3,653-72.3% | $2,440-58.6% |
| Participant deferral / active EE | $2,248 | $3,128-28.1% | $4,238-47.0% | $3,608-37.7% |
| Admin fee / account holder | $1,366 | $4,251-67.9% | $5,795-76.4% | $5,124-73.3% |