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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 | $90,051 | $57,590+56.4% | $86,233+4.4% | $82,448+9.2% |
| Participation rate | 27.3% | 57.9%-30.6pp | 69.0%-41.7pp | 68.1%-40.8pp |
| Annual return | 17.19% | 22.41%-5.2pp | 61.39%-44.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $963 | $1,655-41.8% | $2,504-61.6% | $2,551-62.3% |
| Participant deferral / active EE | $1,388 | $3,080-54.9% | $4,559-69.5% | $4,139-66.5% |
| Admin fee / account holder | $3,505 | $4,730-25.9% | $8,342-58.0% | $7,234-51.6% |