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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 | $91,839 | $114,013-19.4% | $103,693-11.4% | $155,188-40.8% |
| Participation rate | 57.9% | 75.2%-17.3pp | 72.6%-14.7pp | 80.8%-22.9pp |
| Annual return | 16.59% | 49.31%-32.7pp | 47.61%-31.0pp | 148.84%-132.2pp |
| Employer contribution / active EE | $890 | $3,131-71.6% | $2,920-69.5% | $4,248-79.1% |
| Participant deferral / active EE | $1,694 | $4,970-65.9% | $4,579-63.0% | $6,531-74.1% |
| Admin fee / account holder | $1,875 | $8,407-77.7% | $7,858-76.1% | $14,480-87.1% |