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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 | $95,415 | $81,358+17.3% | $155,556-38.7% | $80,959+17.9% |
| Participation rate | 57.1% | 66.3%-9.1pp | 78.2%-21.1pp | 67.7%-10.5pp |
| Annual return | 10.70% | 33.39%-22.7pp | 64.84%-54.1pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,139 | $3,106-63.3% | $4,675-75.6% | $2,757-58.7% |
| Participant deferral / active EE | $3,828 | $3,455+10.8% | $5,631-32.0% | $4,300-11.0% |
| Admin fee / account holder | $2,907 | $7,994-63.6% | $15,885-81.7% | $6,925-58.0% |