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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 | $86,144 | $65,361+31.8% | $92,903-7.3% | $72,983+18.0% |
| Participation rate | 37.8% | 68.3%-30.5pp | 76.0%-38.2pp | 69.5%-31.6pp |
| Annual return | 27.20% | 42.11%-14.9pp | 109.43%-82.2pp | 81.01%-53.8pp |
| Employer contribution / active EE | $883 | $2,594-66.0% | $3,653-75.8% | $2,440-63.8% |
| Participant deferral / active EE | $2,012 | $3,128-35.7% | $4,238-52.5% | $3,608-44.2% |
| Admin fee / account holder | $726 | $4,251-82.9% | $5,795-87.5% | $5,124-85.8% |