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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 | $97,198 | $65,367+48.7% | $92,915+4.6% | $72,976+33.2% |
| Participation rate | 46.9% | 68.3%-21.4pp | 76.0%-29.1pp | 69.5%-22.6pp |
| Annual return | 18.13% | 42.11%-24.0pp | 109.45%-91.3pp | 81.02%-62.9pp |
| Employer contribution / active EE | $923 | $2,594-64.4% | $3,653-74.7% | $2,440-62.2% |
| Participant deferral / active EE | $2,057 | $3,128-34.2% | $4,238-51.5% | $3,608-43.0% |
| Admin fee / account holder | $747 | $4,251-82.4% | $5,796-87.1% | $5,124-85.4% |