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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 | $94,574 | $78,670+20.2% | $109,173-13.4% | $85,847+10.2% |
| Participation rate | 53.8% | 68.3%-14.4pp | 75.9%-22.0pp | 69.3%-15.5pp |
| Annual return | 13.76% | 25.09%-11.3pp | 25.75%-12.0pp | 318.61%-304.8pp |
| Employer contribution / active EE | $1,282 | $2,734-53.1% | $3,723-65.6% | $2,565-50.0% |
| Participant deferral / active EE | $2,991 | $3,467-13.7% | $4,654-35.7% | $3,952-24.3% |
| Admin fee / account holder | $2,404 | $5,469-56.0% | $6,755-64.4% | $6,261-61.6% |