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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 | $89,398 | $72,027+24.1% | $185,861-51.9% | $79,856+11.9% |
| Participation rate | 52.1% | 65.8%-13.7pp | 78.0%-26.0pp | 69.6%-17.6pp |
| Annual return | 12.17% | 23.13%-11.0pp | 35.96%-23.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $537 | $1,965-72.7% | $4,088-86.9% | $2,471-78.3% |
| Participant deferral / active EE | $2,247 | $3,780-40.5% | $5,634-60.1% | $3,741-39.9% |
| Admin fee / account holder | $12,540 | $4,513+177.9% | $9,503+32.0% | $5,306+136.3% |