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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 | $86,953 | $76,407+13.8% | $150,298-42.1% | $82,448+5.5% |
| Participation rate | 23.1% | 66.4%-43.3pp | 77.8%-54.7pp | 68.1%-45.0pp |
| Annual return | 33.90% | 39.99%-6.1pp | 62.79%-28.9pp | 41.64%-7.7pp |
| Employer contribution / active EE | $691 | $2,614-73.6% | $4,154-83.4% | $2,551-72.9% |
| Participant deferral / active EE | $1,605 | $3,214-50.1% | $5,453-70.6% | $4,139-61.2% |
| Admin fee / account holder | $3,604 | $6,352-43.3% | $14,116-74.5% | $7,234-50.2% |