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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 | $91,322 | $72,269+26.4% | $101,271-9.8% | $79,852+14.4% |
| Participation rate | 53.8% | 68.5%-14.6pp | 75.8%-22.0pp | 69.6%-15.8pp |
| Annual return | 16.82% | 22.29%-5.5pp | 46.48%-29.7pp | 31.72%-14.9pp |
| Employer contribution / active EE | $1,317 | $2,692-51.1% | $3,660-64.0% | $2,471-46.7% |
| Participant deferral / active EE | $2,767 | $3,282-15.7% | $4,371-36.7% | $3,740-26.0% |
| Admin fee / account holder | $2,079 | $4,401-52.8% | $5,948-65.1% | $5,306-60.8% |