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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 | $102,061 | $81,358+25.4% | $155,556-34.4% | $80,959+26.1% |
| Participation rate | 60.7% | 66.3%-5.6pp | 78.2%-17.5pp | 67.7%-7.0pp |
| Annual return | 11.94% | 33.39%-21.4pp | 64.84%-52.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,032 | $3,106-66.8% | $4,675-77.9% | $2,757-62.6% |
| Participant deferral / active EE | $3,819 | $3,455+10.5% | $5,631-32.2% | $4,300-11.2% |
| Admin fee / account holder | $4,864 | $7,994-39.1% | $15,885-69.4% | $6,925-29.8% |