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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 | $93,499 | $52,580+77.8% | $71,671+30.5% | $70,126+33.3% |
| Participation rate | 36.1% | 60.9%-24.8pp | 68.7%-32.6pp | 69.5%-33.4pp |
| Annual return | 13.44% | 20.25%-6.8pp | 20.65%-7.2pp | 73.15%-59.7pp |
| Employer contribution / active EE | $854 | $1,616-47.2% | $2,460-65.3% | $2,343-63.6% |
| Participant deferral / active EE | $1,485 | $2,386-37.8% | $3,438-56.8% | $3,332-55.4% |
| Admin fee / account holder | $755 | $3,653-79.3% | $5,558-86.4% | $4,645-83.7% |