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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 | $82,624 | $49,249+67.8% | $70,476+17.2% | $79,852+3.5% |
| Participation rate | 35.1% | 69.2%-34.0pp | 75.1%-39.9pp | 69.6%-34.5pp |
| Annual return | 17.19% | 30.09%-12.9pp | 109.12%-91.9pp | 31.72%-14.5pp |
| Employer contribution / active EE | $944 | $2,100-55.0% | $2,738-65.5% | $2,471-61.8% |
| Participant deferral / active EE | $2,286 | $2,769-17.4% | $3,710-38.4% | $3,740-38.9% |
| Admin fee / account holder | $13,279 | $2,878+361.4% | $3,847+245.2% | $5,306+150.3% |