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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 | $83,656 | $65,367+28.0% | $92,915-10.0% | $72,976+14.6% |
| Participation rate | 54.2% | 68.3%-14.1pp | 76.0%-21.8pp | 69.5%-15.3pp |
| Annual return | 17.24% | 42.11%-24.9pp | 109.45%-92.2pp | 81.02%-63.8pp |
| Employer contribution / active EE | $2,062 | $2,594-20.5% | $3,653-43.6% | $2,440-15.5% |
| Participant deferral / active EE | $3,803 | $3,128+21.6% | $4,238-10.3% | $3,608+5.4% |
| Admin fee / account holder | $11,044 | $4,251+159.8% | $5,796+90.6% | $5,124+115.5% |