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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 | $81,196 | $66,319+22.4% | $93,621-13.3% | $65,186+24.6% |
| Participation rate | 48.4% | 74.0%-25.7pp | 75.8%-27.5pp | 70.2%-21.8pp |
| Annual return | 30.00% | 42.59%-12.6pp | 32.76%-2.8pp | 29.39%+0.6pp |
| Employer contribution / active EE | $1,119 | $2,013-44.4% | $2,719-58.8% | $2,177-48.6% |
| Participant deferral / active EE | $1,988 | $3,343-40.5% | $4,070-51.1% | $3,514-43.4% |
| Admin fee / account holder | $907 | $6,900-86.9% | $7,890-88.5% | $847+7.0% |