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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 | $99,625 | $93,064+7.0% | $74,577+33.6% | $273,972-63.6% |
| Participation rate | 30.0% | 74.9%-44.9pp | 68.1%-38.1pp | 83.0%-53.0pp |
| Annual return | 11.30% | 26.18%-14.9pp | 20.47%-9.2pp | 41.46%-30.2pp |
| Employer contribution / active EE | $685 | $3,160-78.3% | $2,525-72.9% | $4,869-85.9% |
| Participant deferral / active EE | $2,288 | $4,160-45.0% | $3,458-33.8% | $5,287-56.7% |
| Admin fee / account holder | $1,333 | $5,273-74.7% | $4,138-67.8% | $10,133-86.8% |