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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 | $92,699 | $76,407+21.3% | $150,298-38.3% | $82,448+12.4% |
| Participation rate | 52.0% | 66.4%-14.4pp | 77.8%-25.8pp | 68.1%-16.1pp |
| Annual return | 15.98% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,552 | $2,614-2.4% | $4,154-38.6% | $2,5510% |
| Participant deferral / active EE | $3,646 | $3,214+13.4% | $5,453-33.1% | $4,139-11.9% |
| Admin fee / account holder | $728 | $6,352-88.5% | $14,116-94.8% | $7,234-89.9% |