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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 | $95,902 | $65,395+46.6% | $182,540-47.5% | $72,975+31.4% |
| Participation rate | 59.1% | 65.4%-6.4pp | 78.0%-18.9pp | 69.5%-10.4pp |
| Annual return | 20.79% | 27.68%-6.9pp | 148.58%-127.8pp | 81.01%-60.2pp |
| Employer contribution / active EE | $1,388 | $1,911-27.4% | $4,076-65.9% | $2,440-43.1% |
| Participant deferral / active EE | $3,223 | $3,563-9.5% | $5,525-41.7% | $3,608-10.7% |
| Admin fee / account holder | $2,423 | $4,245-42.9% | $8,593-71.8% | $5,124-52.7% |