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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 | $88,560 | $65,361+35.5% | $92,903-4.7% | $72,983+21.3% |
| Participation rate | 48.1% | 68.3%-20.2pp | 76.0%-27.9pp | 69.5%-21.3pp |
| Annual return | 20.71% | 42.11%-21.4pp | 109.43%-88.7pp | 81.01%-60.3pp |
| Employer contribution / active EE | $1,037 | $2,594-60.0% | $3,653-71.6% | $2,440-57.5% |
| Participant deferral / active EE | $2,544 | $3,128-18.7% | $4,238-40.0% | $3,608-29.5% |
| Admin fee / account holder | $8,158 | $4,251+91.9% | $5,795+40.8% | $5,124+59.2% |