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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 | $119,448 | $83,485+43.1% | $125,192-4.6% | $72,975+63.7% |
| Participation rate | 34.3% | 73.3%-39.0pp | 79.8%-45.5pp | 69.5%-35.2pp |
| Annual return | 18.00% | 25.77%-7.8pp | 43.79%-25.8pp | 81.01%-63.0pp |
| Employer contribution / active EE | $910 | $2,346-61.2% | $3,866-76.5% | $2,440-62.7% |
| Participant deferral / active EE | $2,225 | $3,586-38.0% | $4,937-54.9% | $3,608-38.3% |
| Admin fee / account holder | $497 | $5,518-91.0% | $9,704-94.9% | $5,124-90.3% |