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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 | $76,301 | $54,541+39.9% | $78,778-3.1% | $70,126+8.8% |
| Participation rate | 34.3% | 60.8%-26.5pp | 69.2%-34.9pp | 69.5%-35.3pp |
| Annual return | 14.49% | 21.07%-6.6pp | 35.62%-21.1pp | 73.15%-58.7pp |
| Employer contribution / active EE | $511 | $1,089-53.0% | $1,986-74.3% | $2,343-78.2% |
| Participant deferral / active EE | $1,935 | $2,210-12.4% | $2,958-34.6% | $3,332-41.9% |
| Admin fee / account holder | $972 | $3,709-73.8% | $5,134-81.1% | $4,645-79.1% |