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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 | $82,861 | $62,672+32.2% | $185,117-55.2% | $70,124+18.2% |
| Participation rate | 27.3% | 63.8%-36.5pp | 77.3%-50.0pp | 69.5%-42.3pp |
| Annual return | 25.80% | 40.79%-15.0pp | 40.50%-14.7pp | 73.14%-47.3pp |
| Employer contribution / active EE | $1,030 | $1,753-41.2% | $4,182-75.4% | $2,342-56.0% |
| Participant deferral / active EE | $1,891 | $3,272-42.2% | $5,045-62.5% | $3,332-43.2% |
| Admin fee / account holder | $3,164 | $3,932-19.5% | $8,159-61.2% | $4,645-31.9% |