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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 | $93,493 | $77,638+20.4% | $156,551-40.3% | $62,881+48.7% |
| Participation rate | 56.8% | 71.2%-14.4pp | 84.0%-27.2pp | 69.3%-12.5pp |
| Annual return | 8.30% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $935 | $3,444-72.9% | $5,501-83.0% | $2,281-59.0% |
| Participant deferral / active EE | $3,379 | $3,046+11.0% | $4,871-30.6% | $3,203+5.5% |
| Admin fee / account holder | $5,318 | $5,561-4.4% | $13,028-59.2% | $4,296+23.8% |