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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 | $91,189 | $65,395+39.4% | $182,540-50.0% | $72,975+25.0% |
| Participation rate | 51.2% | 65.4%-14.3pp | 78.0%-26.8pp | 69.5%-18.3pp |
| Annual return | 22.19% | 27.68%-5.5pp | 148.58%-126.4pp | 81.01%-58.8pp |
| Employer contribution / active EE | $393 | $1,911-79.4% | $4,076-90.4% | $2,440-83.9% |
| Participant deferral / active EE | $3,259 | $3,563-8.5% | $5,525-41.0% | $3,608-9.7% |
| Admin fee / account holder | $1,573 | $4,245-63.0% | $8,593-81.7% | $5,124-69.3% |