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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 | $94,207 | $57,590+63.6% | $86,233+9.2% | $82,448+14.3% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.0%-19.0pp | 68.1%-18.1pp |
| Annual return | 14.80% | 22.41%-7.6pp | 61.39%-46.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,425 | $1,655-13.9% | $2,504-43.1% | $2,551-44.2% |
| Participant deferral / active EE | $3,465 | $3,080+12.5% | $4,559-24.0% | $4,139-16.3% |
| Admin fee / account holder | $385 | $4,730-91.9% | $8,342-95.4% | $7,234-94.7% |