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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 | $89,882 | $54,757+64.1% | $90,304-0.5% | $72,975+23.2% |
| Participation rate | 42.4% | 65.2%-22.7pp | 73.3%-30.9pp | 69.5%-27.1pp |
| Annual return | 23.72% | 30.63%-6.9pp | 78.13%-54.4pp | 81.01%-57.3pp |
| Employer contribution / active EE | $929 | $2,093-55.6% | $2,855-67.5% | $2,440-61.9% |
| Participant deferral / active EE | $2,315 | $2,887-19.8% | $3,885-40.4% | $3,608-35.8% |
| Admin fee / account holder | $662 | $3,973-83.3% | $5,354-87.6% | $5,124-87.1% |