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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 | $93,851 | $56,110+67.3% | $94,993-1.2% | $70,124+33.8% |
| Participation rate | 41.7% | 65.0%-23.3pp | 73.9%-32.2pp | 69.5%-27.9pp |
| Annual return | 19.88% | 51.02%-31.1pp | 27.14%-7.3pp | 73.14%-53.3pp |
| Employer contribution / active EE | $632 | $1,442-56.2% | $2,603-75.7% | $2,342-73.0% |
| Participant deferral / active EE | $2,227 | $2,391-6.9% | $3,317-32.9% | $3,332-33.2% |
| Admin fee / account holder | $400 | $3,456-88.4% | $4,960-91.9% | $4,645-91.4% |