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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 | $90,515 | $147,594-38.7% | $121,871-25.7% | $198,609-54.4% |
| Participation rate | 42.9% | 78.0%-35.1pp | 73.2%-30.3pp | 82.4%-39.5pp |
| Annual return | 13.28% | 12.94%+0.3pp | 13.57%-0.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $945 | $3,007-68.6% | $2,731-65.4% | $5,055-81.3% |
| Participant deferral / active EE | $2,014 | $5,168-61.0% | $4,318-53.4% | $6,977-71.1% |
| Admin fee / account holder | $471 | $15,134-96.9% | $11,551-95.9% | $19,030-97.5% |