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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 | $90,655 | $64,359+40.9% | $90,161+0.5% | $70,126+29.3% |
| Participation rate | 61.3% | 70.4%-9.1pp | 76.9%-15.6pp | 69.5%-8.2pp |
| Annual return | 19.44% | 28.13%-8.7pp | 34.89%-15.4pp | 73.15%-53.7pp |
| Employer contribution / active EE | $1,128 | $2,046-44.9% | $3,318-66.0% | $2,343-51.9% |
| Participant deferral / active EE | $5,019 | $4,389+14.4% | $5,287-5.1% | $3,332+50.6% |
| Admin fee / account holder | $637 | $3,945-83.9% | $5,943-89.3% | $4,645-86.3% |