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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 | $81,262+14.9% | $155,602-40.0% | $80,911+15.4% |
| Participation rate | 61.8% | 66.2%-4.5pp | 78.2%-16.4pp | 67.6%-5.9pp |
| Annual return | 20.00% | 33.34%-13.3pp | 64.81%-44.8pp | 35.63%-15.6pp |
| Employer contribution / active EE | $1,794 | $3,102-42.2% | $4,675-61.6% | $2,756-34.9% |
| Participant deferral / active EE | $4,446 | $3,451+28.8% | $5,629-21.0% | $4,297+3.5% |
| Admin fee / account holder | $397 | $7,992-95.0% | $15,923-97.5% | $6,935-94.3% |