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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 | $86,681 | $54,757+58.3% | $90,300-4.0% | $72,983+18.8% |
| Participation rate | 44.4% | 65.1%-20.7pp | 73.3%-28.8pp | 69.5%-25.0pp |
| Annual return | 25.62% | 30.63%-5.0pp | 78.11%-52.5pp | 81.01%-55.4pp |
| Employer contribution / active EE | $926 | $2,092-55.8% | $2,854-67.6% | $2,440-62.1% |
| Participant deferral / active EE | $1,961 | $2,887-32.1% | $3,884-49.5% | $3,608-45.6% |
| Admin fee / account holder | $1,548 | $3,972-61.0% | $5,353-71.1% | $5,124-69.8% |