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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 | $98,917 | $77,638+27.4% | $156,551-36.8% | $62,881+57.3% |
| Participation rate | 23.8% | 71.2%-47.4pp | 84.0%-60.2pp | 69.3%-45.5pp |
| Annual return | 5.39% | 50.33%-44.9pp | 32.23%-26.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,529 | $3,444-55.6% | $5,501-72.2% | $2,281-33.0% |
| Participant deferral / active EE | $858 | $3,046-71.8% | $4,871-82.4% | $3,203-73.2% |
| Admin fee / account holder | $1,369 | $5,561-75.4% | $13,028-89.5% | $4,296-68.1% |