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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 | $69,273+30.1% | $90,796-0.7% | $82,637+9.1% |
| Participation rate | 38.0% | 64.0%-26.0pp | 69.5%-31.5pp | 68.1%-30.1pp |
| Annual return | 29.33% | 18.37%+11.0pp | 19.29%+10.0pp | 53.51%-24.2pp |
| Employer contribution / active EE | $992 | $1,865-46.8% | $2,294-56.8% | $2,552-61.1% |
| Participant deferral / active EE | $2,506 | $3,047-17.8% | $3,822-34.4% | $4,126-39.3% |
| Admin fee / account holder | $1,840 | $5,511-66.6% | $7,024-73.8% | $7,339-74.9% |