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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 | $89,134 | $58,848+51.5% | $88,179+1.1% | $82,637+7.9% |
| Participation rate | 48.4% | 57.9%-9.5pp | 69.1%-20.8pp | 68.1%-19.7pp |
| Annual return | 13.91% | 22.76%-8.8pp | 64.97%-51.1pp | 53.51%-39.6pp |
| Employer contribution / active EE | $1,227 | $1,678-26.9% | $2,549-51.9% | $2,552-51.9% |
| Participant deferral / active EE | $2,680 | $3,124-14.2% | $4,614-41.9% | $4,126-35.0% |
| Admin fee / account holder | $965 | $4,795-79.9% | $7,673-87.4% | $7,339-86.8% |