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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 | $93,393 | $81,331+14.8% | $155,534-40.0% | $80,935+15.4% |
| Participation rate | 61.8% | 66.3%-4.5pp | 78.2%-16.5pp | 67.7%-5.9pp |
| Annual return | 20.00% | 33.37%-13.4pp | 64.92%-44.9pp | 35.66%-15.7pp |
| Employer contribution / active EE | $1,794 | $3,105-42.2% | $4,675-61.6% | $2,757-34.9% |
| Participant deferral / active EE | $4,446 | $3,454+28.7% | $5,630-21.0% | $4,299+3.4% |
| Admin fee / account holder | $397 | $7,999-95.0% | $15,900-97.5% | $6,924-94.3% |