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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 | $84,070 | $72,273+16.3% | $101,275-17.0% | $79,856+5.3% |
| Participation rate | 57.5% | 68.5%-10.9pp | 75.8%-18.3pp | 69.6%-12.1pp |
| Annual return | 13.39% | 22.30%-8.9pp | 46.48%-33.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,358 | $2,691-49.6% | $3,660-62.9% | $2,471-45.1% |
| Participant deferral / active EE | $3,524 | $3,282+7.4% | $4,371-19.4% | $3,741-5.8% |
| Admin fee / account holder | $1,733 | $4,401-60.6% | $5,948-70.9% | $5,306-67.3% |