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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 | $97,608 | $83,485+16.9% | $125,180-22.0% | $72,983+33.7% |
| Participation rate | 53.1% | 73.3%-20.2pp | 79.8%-26.7pp | 69.5%-16.4pp |
| Annual return | 22.01% | 25.78%-3.8pp | 43.79%-21.8pp | 81.01%-59.0pp |
| Employer contribution / active EE | $1,619 | $2,346-31.0% | $3,866-58.1% | $2,440-33.6% |
| Participant deferral / active EE | $3,383 | $3,586-5.7% | $4,937-31.5% | $3,608-6.2% |
| Admin fee / account holder | $586 | $5,518-89.4% | $9,703-94.0% | $5,124-88.6% |