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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 | $86,541 | $65,395+32.3% | $182,558-52.6% | $72,976+18.6% |
| Participation rate | 59.5% | 65.4%-5.9pp | 78.0%-18.5pp | 69.5%-10.0pp |
| Annual return | 26.50% | 27.68%-1.2pp | 148.59%-122.1pp | 81.02%-54.5pp |
| Employer contribution / active EE | $1,750 | $1,911-8.4% | $4,076-57.1% | $2,440-28.3% |
| Participant deferral / active EE | $3,419 | $3,563-4.0% | $5,526-38.1% | $3,608-5.2% |
| Admin fee / account holder | $2,226 | $4,245-47.6% | $8,594-74.1% | $5,124-56.6% |