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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 | $86,982 | $48,364+79.8% | $71,796+21.2% | $62,881+38.3% |
| Participation rate | 37.0% | 60.6%-23.6pp | 69.1%-32.1pp | 69.3%-32.3pp |
| Annual return | 9.55% | 13.16%-3.6pp | 78.04%-68.5pp | 20.14%-10.6pp |
| Employer contribution / active EE | $884 | $1,042-15.1% | $1,924-54.1% | $2,281-61.2% |
| Participant deferral / active EE | $1,812 | $2,091-13.4% | $2,794-35.2% | $3,203-43.4% |
| Admin fee / account holder | $3,155 | $3,771-16.4% | $4,815-34.5% | $4,296-26.6% |