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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 | $90,141 | $67,894+32.8% | $89,340+0.9% | $82,448+9.3% |
| Participation rate | 38.0% | 64.0%-26.0pp | 69.6%-31.6pp | 68.1%-30.1pp |
| Annual return | 29.33% | 19.21%+10.1pp | 20.57%+8.8pp | 41.64%-12.3pp |
| Employer contribution / active EE | $992 | $1,828-45.7% | $2,231-55.5% | $2,551-61.1% |
| Participant deferral / active EE | $2,506 | $3,072-18.4% | $3,823-34.4% | $4,139-39.4% |
| Admin fee / account holder | $1,840 | $5,723-67.8% | $6,704-72.6% | $7,234-74.6% |