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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 | $92,418 | $63,354+45.9% | $94,105-1.8% | $82,637+11.8% |
| Participation rate | 19.6% | 63.8%-44.2pp | 71.9%-52.3pp | 68.1%-48.4pp |
| Annual return | 19.67% | 34.36%-14.7pp | 204.55%-184.9pp | 53.51%-33.8pp |
| Employer contribution / active EE | $637 | $1,760-63.8% | $2,504-74.6% | $2,552-75.0% |
| Participant deferral / active EE | $1,319 | $2,873-54.1% | $3,881-66.0% | $4,126-68.0% |
| Admin fee / account holder | $397 | $5,073-92.2% | $6,199-93.6% | $7,339-94.6% |