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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 | $95,106 | $81,358+16.9% | $155,556-38.9% | $80,959+17.5% |
| Participation rate | 40.0% | 66.3%-26.3pp | 78.2%-38.2pp | 67.7%-27.7pp |
| Annual return | 14.14% | 33.39%-19.3pp | 64.84%-50.7pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,525 | $3,106-50.9% | $4,675-67.4% | $2,757-44.7% |
| Participant deferral / active EE | $3,137 | $3,455-9.2% | $5,631-44.3% | $4,300-27.1% |
| Admin fee / account holder | $417 | $7,994-94.8% | $15,885-97.4% | $6,925-94.0% |