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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 | $109,020 | $65,027+67.7% | $90,970+19.8% | $79,852+36.5% |
| Participation rate | 59.3% | 61.6%-2.3pp | 69.0%-9.8pp | 69.6%-10.4pp |
| Annual return | 27.40% | 30.45%-3.1pp | 134.58%-107.2pp | 31.72%-4.3pp |
| Employer contribution / active EE | $991 | $1,247-20.6% | $2,122-53.3% | $2,471-59.9% |
| Participant deferral / active EE | $1,581 | $2,512-37.1% | $3,373-53.1% | $3,740-57.7% |
| Admin fee / account holder | $335 | $4,535-92.6% | $5,960-94.4% | $5,306-93.7% |