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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 | $92,800 | $91,760+1.1% | $156,181-40.6% | $67,986+36.5% |
| Participation rate | 36.8% | 65.0%-28.2pp | 78.8%-42.0pp | 57.2%-20.4pp |
| Annual return | 16.65% | 18.14%-1.5pp | 64.87%-48.2pp | 31.67%-15.0pp |
| Employer contribution / active EE | $985 | $2,419-59.3% | $4,294-77.1% | $2,019-51.2% |
| Participant deferral / active EE | $2,551 | $3,960-35.6% | $6,132-58.4% | $3,358-24.0% |
| Admin fee / account holder | $2,716 | $3,949-31.2% | $14,586-81.4% | $3,203-15.2% |