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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 | $100,004 | $64,359+55.4% | $90,161+10.9% | $70,126+42.6% |
| Participation rate | 59.0% | 70.4%-11.5pp | 76.9%-17.9pp | 69.5%-10.6pp |
| Annual return | 18.68% | 28.13%-9.5pp | 34.89%-16.2pp | 73.15%-54.5pp |
| Employer contribution / active EE | $1,520 | $2,046-25.7% | $3,318-54.2% | $2,343-35.1% |
| Participant deferral / active EE | $5,558 | $4,389+26.6% | $5,287+5.1% | $3,332+66.8% |
| Admin fee / account holder | $452 | $3,945-88.5% | $5,943-92.4% | $4,645-90.3% |