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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 | $92,894 | $65,041+42.8% | $90,965+2.1% | $79,858+16.3% |
| Participation rate | 35.7% | 61.6%-25.9pp | 69.0%-33.3pp | 69.6%-33.9pp |
| Annual return | 17.92% | 30.45%-12.5pp | 134.57%-116.6pp | 31.72%-13.8pp |
| Employer contribution / active EE | $1,030 | $1,247-17.4% | $2,122-51.5% | $2,471-58.3% |
| Participant deferral / active EE | $1,192 | $2,512-52.5% | $3,373-64.7% | $3,740-68.1% |
| Admin fee / account holder | $2,909 | $4,536-35.9% | $5,960-51.2% | $5,306-45.2% |