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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 | $94,271 | $76,367+23.4% | $93,614+0.7% | $72,983+29.2% |
| Participation rate | 34.7% | 71.7%-37.1pp | 75.8%-41.2pp | 69.5%-34.8pp |
| Annual return | 22.18% | 25.82%-3.6pp | 32.76%-10.6pp | 81.01%-58.8pp |
| Employer contribution / active EE | $999 | $2,275-56.1% | $2,718-63.2% | $2,440-59.0% |
| Participant deferral / active EE | $1,577 | $3,538-55.4% | $4,069-61.3% | $3,608-56.3% |
| Admin fee / account holder | $13,032 | $6,838+90.6% | $7,889+65.2% | $5,124+154.3% |