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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 | $81,099 | $68,878+17.7% | $120,574-32.7% | $80,935+0.2% |
| Participation rate | 62.9% | 61.7%+1.2pp | 71.9%-9.0pp | 67.7%-4.8pp |
| Annual return | 18.62% | 23.67%-5.1pp | 107.42%-88.8pp | 35.66%-17.0pp |
| Employer contribution / active EE | $1,566 | $2,065-24.1% | $3,471-54.9% | $2,757-43.2% |
| Participant deferral / active EE | $3,764 | $3,189+18.0% | $4,996-24.7% | $4,299-12.5% |
| Admin fee / account holder | $1,068 | $5,782-81.5% | $9,445-88.7% | $6,924-84.6% |