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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 | $90,847 | $80,332+13.1% | $107,187-15.2% | $64,097+41.7% |
| Participation rate | 37.7% | 54.4%-16.7pp | 75.0%-37.3pp | 55.2%-17.5pp |
| Annual return | 15.12% | 24.26%-9.1pp | 204.55%-189.4pp | 34.64%-19.5pp |
| Employer contribution / active EE | $934 | $2,501-62.6% | $3,782-75.3% | $1,891-50.6% |
| Participant deferral / active EE | $1,396 | $3,109-55.1% | $5,096-72.6% | $3,080-54.7% |
| Admin fee / account holder | $1,523 | $4,314-64.7% | $9,162-83.4% | $3,454-55.9% |