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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 | $73,398 | $65,361+12.3% | $92,903-21.0% | $72,983+0.6% |
| Participation rate | 30.0% | 68.3%-38.3pp | 76.0%-46.0pp | 69.5%-39.5pp |
| Annual return | 25.11% | 42.11%-17.0pp | 109.43%-84.3pp | 81.01%-55.9pp |
| Employer contribution / active EE | $919 | $2,594-64.6% | $3,653-74.8% | $2,440-62.3% |
| Participant deferral / active EE | $2,449 | $3,128-21.7% | $4,238-42.2% | $3,608-32.1% |
| Admin fee / account holder | $1,179 | $4,251-72.3% | $5,795-79.6% | $5,124-77.0% |