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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 | $83,268 | $53,774+54.8% | $134,162-37.9% | $79,852+4.3% |
| Participation rate | 30.0% | 58.8%-28.8pp | 72.2%-42.2pp | 69.6%-39.6pp |
| Annual return | 13.39% | 19.01%-5.6pp | 36.35%-23.0pp | 31.72%-18.3pp |
| Employer contribution / active EE | $935 | $1,322-29.2% | $3,705-74.8% | $2,471-62.2% |
| Participant deferral / active EE | $3,803 | $2,420+57.2% | $3,500+8.7% | $3,740+1.7% |
| Admin fee / account holder | $14,221 | $3,985+256.9% | $6,685+112.7% | $5,306+168.0% |