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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 | $98,621 | $54,541+80.8% | $78,778+25.2% | $70,126+40.6% |
| Participation rate | 56.5% | 60.8%-4.3pp | 69.2%-12.7pp | 69.5%-13.0pp |
| Annual return | 13.36% | 21.07%-7.7pp | 35.62%-22.3pp | 73.15%-59.8pp |
| Employer contribution / active EE | $1,407 | $1,089+29.2% | $1,986-29.2% | $2,343-39.9% |
| Participant deferral / active EE | $2,299 | $2,210+4.0% | $2,958-22.3% | $3,332-31.0% |
| Admin fee / account holder | $383 | $3,709-89.7% | $5,134-92.5% | $4,645-91.8% |