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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 | $94,585 | $71,215+32.8% | $93,696+0.9% | $80,935+16.9% |
| Participation rate | 57.1% | 60.4%-3.3pp | 68.7%-11.6pp | 67.7%-10.5pp |
| Annual return | 10.46% | 11.27%-0.8pp | 133.74%-123.3pp | 35.66%-25.2pp |
| Employer contribution / active EE | $539 | $1,565-65.5% | $2,422-77.7% | $2,757-80.4% |
| Participant deferral / active EE | $4,701 | $4,037+16.5% | $4,417+6.4% | $4,299+9.3% |
| Admin fee / account holder | $9,924 | $6,958+42.6% | $8,287+19.8% | $6,924+43.3% |