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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 | $91,834 | $45,266+102.9% | $103,693-11.4% | $65,306+40.6% |
| Participation rate | 21.0% | 53.3%-32.3pp | 72.6%-51.6pp | 57.7%-36.7pp |
| Annual return | 12.42% | 25.10%-12.7pp | 47.61%-35.2pp | 21.94%-9.5pp |
| Employer contribution / active EE | $1,136 | $1,765-35.6% | $2,920-61.1% | $1,967-42.2% |
| Participant deferral / active EE | $1,005 | $2,099-52.1% | $4,579-78.0% | $2,959-66.0% |
| Admin fee / account holder | $993 | $3,221-69.2% | $7,858-87.4% | $3,480-71.5% |