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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 | $81,350 | $59,440+36.9% | $78,004+4.3% | $82,637-1.6% |
| Participation rate | 50.0% | 62.8%-12.8pp | 69.4%-19.4pp | 68.1%-18.1pp |
| Annual return | 13.22% | 40.24%-27.0pp | 31.07%-17.9pp | 53.51%-40.3pp |
| Employer contribution / active EE | $1,527 | $1,750-12.8% | $2,469-38.2% | $2,552-40.2% |
| Participant deferral / active EE | $3,669 | $3,138+16.9% | $4,092-10.3% | $4,126-11.1% |
| Admin fee / account holder | $9,507 | $5,504+72.7% | $7,578+25.5% | $7,339+29.5% |