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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 | $97,989 | $71,197+37.6% | $93,669+4.6% | $80,925+21.1% |
| Participation rate | 42.1% | 60.4%-18.3pp | 68.7%-26.6pp | 67.7%-25.6pp |
| Annual return | 13.41% | 11.27%+2.1pp | 133.59%-120.2pp | 35.65%-22.2pp |
| Employer contribution / active EE | $373 | $1,565-76.1% | $2,424-84.6% | $2,756-86.5% |
| Participant deferral / active EE | $2,416 | $4,036-40.1% | $4,416-45.3% | $4,299-43.8% |
| Admin fee / account holder | $1,058 | $6,959-84.8% | $8,291-87.2% | $6,940-84.8% |