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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 | $87,939 | $65,361+34.5% | $92,903-5.3% | $72,983+20.5% |
| Participation rate | 28.2% | 68.3%-40.1pp | 76.0%-47.8pp | 69.5%-41.3pp |
| Annual return | 25.61% | 42.11%-16.5pp | 109.43%-83.8pp | 81.01%-55.4pp |
| Employer contribution / active EE | $923 | $2,594-64.4% | $3,653-74.7% | $2,440-62.2% |
| Participant deferral / active EE | $1,571 | $3,128-49.8% | $4,238-62.9% | $3,608-56.5% |
| Admin fee / account holder | $3,538 | $4,251-16.8% | $5,795-38.9% | $5,124-30.9% |