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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 | $86,050+7.6% | $189,758-51.2% | $94,015-1.5% |
| Participation rate | 38.9% | 68.9%-30.0pp | 79.8%-40.9pp | 70.8%-31.9pp |
| Annual return | 16.77% | 17.77%-1.0pp | 52.62%-35.8pp | 17.84%-1.1pp |
| Employer contribution / active EE | $673 | $2,819-76.1% | $4,767-85.9% | $2,790-75.9% |
| Participant deferral / active EE | $1,432 | $3,349-57.2% | $5,856-75.6% | $4,249-66.3% |
| Admin fee / account holder | $2,068 | $6,627-68.8% | $20,388-89.9% | $8,951-76.9% |