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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 | $90,352 | $87,166+3.7% | $76,735+17.7% | $137,256-34.2% |
| Participation rate | 35.3% | 74.4%-39.1pp | 69.5%-34.2pp | 80.0%-44.7pp |
| Annual return | 14.22% | 26.50%-12.3pp | 29.77%-15.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,129 | $2,904-61.1% | $2,454-54.0% | $4,156-72.8% |
| Participant deferral / active EE | $3,428 | $4,726-27.5% | $4,088-16.1% | $6,407-46.5% |
| Admin fee / account holder | $6,052 | $8,403-28.0% | $7,189-15.8% | $12,270-50.7% |