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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 | $80,893 | $65,367+23.8% | $92,915-12.9% | $72,976+10.8% |
| Participation rate | 48.6% | 68.3%-19.7pp | 76.0%-27.4pp | 69.5%-20.8pp |
| Annual return | 22.12% | 42.11%-20.0pp | 109.45%-87.3pp | 81.02%-58.9pp |
| Employer contribution / active EE | $982 | $2,594-62.1% | $3,653-73.1% | $2,440-59.7% |
| Participant deferral / active EE | $3,114 | $3,128-0.5% | $4,238-26.5% | $3,608-13.7% |
| Admin fee / account holder | $752 | $4,251-82.3% | $5,796-87.0% | $5,124-85.3% |