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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 | $92,561 | $76,407+21.1% | $150,298-38.4% | $82,448+12.3% |
| Participation rate | 38.9% | 66.4%-27.5pp | 77.8%-38.9pp | 68.1%-29.2pp |
| Annual return | 16.77% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $673 | $2,614-74.2% | $4,154-83.8% | $2,551-73.6% |
| Participant deferral / active EE | $1,432 | $3,214-55.5% | $5,453-73.7% | $4,139-65.4% |
| Admin fee / account holder | $2,068 | $6,352-67.4% | $14,116-85.3% | $7,234-71.4% |