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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 | $93,340 | $54,541+71.1% | $78,778+18.5% | $70,126+33.1% |
| Participation rate | 44.1% | 60.8%-16.7pp | 69.2%-25.1pp | 69.5%-25.4pp |
| Annual return | 12.43% | 21.07%-8.6pp | 35.62%-23.2pp | 73.15%-60.7pp |
| Employer contribution / active EE | $507 | $1,089-53.4% | $1,986-74.5% | $2,343-78.4% |
| Participant deferral / active EE | $1,606 | $2,210-27.3% | $2,958-45.7% | $3,332-51.8% |
| Admin fee / account holder | $5,143 | $3,709+38.7% | $5,134+0.2% | $4,645+10.7% |