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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 | $90,886 | $59,123+53.7% | $77,183+17.8% | $75,181+20.9% |
| Participation rate | 42.4% | 63.9%-21.5pp | 69.6%-27.2pp | 67.2%-24.8pp |
| Annual return | 20.80% | 26.72%-5.9pp | 37.89%-17.1pp | 160.69%-139.9pp |
| Employer contribution / active EE | $1,015 | $1,996-49.1% | $2,534-59.9% | $2,671-62.0% |
| Participant deferral / active EE | $1,847 | $2,999-38.4% | $3,833-51.8% | $4,126-55.2% |
| Admin fee / account holder | $7,416 | $4,776+55.3% | $5,475+35.5% | $5,650+31.3% |