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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 | $82,219 | $54,763+50.1% | $90,324-9.0% | $72,976+12.7% |
| Participation rate | 59.3% | 65.2%-5.9pp | 73.3%-14.0pp | 69.5%-10.2pp |
| Annual return | 23.46% | 30.63%-7.2pp | 78.15%-54.7pp | 81.02%-57.6pp |
| Employer contribution / active EE | $1,189 | $2,093-43.2% | $2,856-58.4% | $2,440-51.3% |
| Participant deferral / active EE | $2,508 | $2,887-13.1% | $3,885-35.5% | $3,608-30.5% |
| Admin fee / account holder | $900 | $3,973-77.3% | $5,356-83.2% | $5,124-82.4% |