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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 | $91,382 | $62,672+45.8% | $185,117-50.6% | $70,124+30.3% |
| Participation rate | 58.6% | 63.8%-5.2pp | 77.3%-18.6pp | 69.5%-10.9pp |
| Annual return | 15.16% | 40.79%-25.6pp | 40.50%-25.3pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,268 | $1,753-27.7% | $4,182-69.7% | $2,342-45.9% |
| Participant deferral / active EE | $4,705 | $3,272+43.8% | $5,045-6.7% | $3,332+41.2% |
| Admin fee / account holder | $2,953 | $3,932-24.9% | $8,159-63.8% | $4,645-36.4% |