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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 | $91,625 | $54,757+67.3% | $90,304+1.5% | $72,975+25.6% |
| Participation rate | 35.7% | 65.2%-29.4pp | 73.3%-37.6pp | 69.5%-33.8pp |
| Annual return | 17.88% | 30.63%-12.8pp | 78.13%-60.3pp | 81.01%-63.1pp |
| Employer contribution / active EE | $1,523 | $2,093-27.2% | $2,855-46.7% | $2,440-37.6% |
| Participant deferral / active EE | $2,906 | $2,887+0.7% | $3,885-25.2% | $3,608-19.4% |
| Admin fee / account holder | $2,423 | $3,973-39.0% | $5,354-54.7% | $5,124-52.7% |