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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 | $99,149 | $72,269+37.2% | $101,271-2.1% | $79,852+24.2% |
| Participation rate | 61.1% | 68.5%-7.4pp | 75.8%-14.7pp | 69.6%-8.5pp |
| Annual return | 20.02% | 22.29%-2.3pp | 46.48%-26.5pp | 31.72%-11.7pp |
| Employer contribution / active EE | $1,214 | $2,692-54.9% | $3,660-66.8% | $2,471-50.9% |
| Participant deferral / active EE | $2,580 | $3,282-21.4% | $4,371-41.0% | $3,740-31.0% |
| Admin fee / account holder | $383 | $4,401-91.3% | $5,948-93.6% | $5,306-92.8% |