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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 | $93,264 | $65,041+43.4% | $90,965+2.5% | $79,858+16.8% |
| Participation rate | 61.0% | 61.6%-0.6pp | 69.0%-8.0pp | 69.6%-8.7pp |
| Annual return | 11.48% | 30.45%-19.0pp | 134.57%-123.1pp | 31.72%-20.2pp |
| Employer contribution / active EE | $1,447 | $1,247+16.0% | $2,122-31.8% | $2,471-41.4% |
| Participant deferral / active EE | $1,918 | $2,512-23.7% | $3,373-43.1% | $3,740-48.7% |
| Admin fee / account holder | $1,534 | $4,536-66.2% | $5,960-74.3% | $5,306-71.1% |