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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 | $95,464 | $70,532+35.3% | $68,948+38.5% | $137,256-30.4% |
| Participation rate | 50.0% | 81.0%-31.0pp | 79.2%-29.2pp | 80.0%-30.0pp |
| Annual return | 17.01% | 32.56%-15.5pp | 28.39%-11.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,151 | $4,355-73.6% | $4,165-72.4% | $4,156-72.3% |
| Participant deferral / active EE | $1,127 | $6,773-83.4% | $6,186-81.8% | $6,407-82.4% |
| Admin fee / account holder | $600 | $7,916-92.4% | $7,539-92.0% | $12,270-95.1% |