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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 | $94,558 | $54,541+73.4% | $78,778+20.0% | $70,126+34.8% |
| Participation rate | 56.9% | 60.8%-3.9pp | 69.2%-12.3pp | 69.5%-12.6pp |
| Annual return | 17.53% | 21.07%-3.5pp | 35.62%-18.1pp | 73.15%-55.6pp |
| Employer contribution / active EE | $216 | $1,089-80.2% | $1,986-89.1% | $2,343-90.8% |
| Participant deferral / active EE | $1,660 | $2,210-24.9% | $2,958-43.9% | $3,332-50.2% |
| Admin fee / account holder | $1,920 | $3,709-48.2% | $5,134-62.6% | $4,645-58.7% |