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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 | $90,903 | $76,407+19.0% | $150,298-39.5% | $82,448+10.3% |
| Participation rate | 24.1% | 66.4%-42.3pp | 77.8%-53.6pp | 68.1%-43.9pp |
| Annual return | 13.31% | 39.99%-26.7pp | 62.79%-49.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $837 | $2,614-68.0% | $4,154-79.8% | $2,551-67.2% |
| Participant deferral / active EE | $1,347 | $3,214-58.1% | $5,453-75.3% | $4,139-67.5% |
| Admin fee / account holder | $5,080 | $6,352-20.0% | $14,116-64.0% | $7,234-29.8% |