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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 | $91,418 | $65,367+39.9% | $92,915-1.6% | $72,976+25.3% |
| Participation rate | 43.2% | 68.3%-25.1pp | 76.0%-32.8pp | 69.5%-26.3pp |
| Annual return | 22.91% | 42.11%-19.2pp | 109.45%-86.5pp | 81.02%-58.1pp |
| Employer contribution / active EE | $896 | $2,594-65.5% | $3,653-75.5% | $2,440-63.3% |
| Participant deferral / active EE | $2,496 | $3,128-20.2% | $4,238-41.1% | $3,608-30.8% |
| Admin fee / account holder | $4,160 | $4,251-2.2% | $5,796-28.2% | $5,124-18.8% |