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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 | $97,329 | $81,358+19.6% | $155,556-37.4% | $80,959+20.2% |
| Participation rate | 51.9% | 66.3%-14.4pp | 78.2%-26.4pp | 67.7%-15.8pp |
| Annual return | 16.29% | 33.39%-17.1pp | 64.84%-48.5pp | 35.67%-19.4pp |
| Employer contribution / active EE | $1,527 | $3,106-50.9% | $4,675-67.3% | $2,757-44.6% |
| Participant deferral / active EE | $1,557 | $3,455-54.9% | $5,631-72.4% | $4,300-63.8% |
| Admin fee / account holder | $4,163 | $7,994-47.9% | $15,885-73.8% | $6,925-39.9% |