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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 | $86,859 | $65,367+32.9% | $92,915-6.5% | $72,976+19.0% |
| Participation rate | 27.3% | 68.3%-41.0pp | 76.0%-48.7pp | 69.5%-42.2pp |
| Annual return | 24.10% | 42.11%-18.0pp | 109.45%-85.3pp | 81.02%-56.9pp |
| Employer contribution / active EE | $950 | $2,594-63.4% | $3,653-74.0% | $2,440-61.1% |
| Participant deferral / active EE | $2,214 | $3,128-29.2% | $4,238-47.8% | $3,608-38.6% |
| Admin fee / account holder | $603 | $4,251-85.8% | $5,796-89.6% | $5,124-88.2% |