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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 | $91,741 | $75,541+21.4% | $152,093-39.7% | $82,637+11.0% |
| Participation rate | 38.9% | 66.5%-27.7pp | 77.8%-38.9pp | 68.1%-29.2pp |
| Annual return | 15.22% | 32.56%-17.3pp | 66.36%-51.1pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,617 | $2,622-38.4% | $4,175-61.3% | $2,552-36.7% |
| Participant deferral / active EE | $3,856 | $3,206+20.3% | $5,451-29.3% | $4,126-6.5% |
| Admin fee / account holder | $5,390 | $6,405-15.8% | $14,497-62.8% | $7,339-26.6% |