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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 | $94,902 | $65,361+45.2% | $92,903+2.2% | $72,983+30.0% |
| Participation rate | 25.9% | 68.3%-42.4pp | 76.0%-50.1pp | 69.5%-43.6pp |
| Annual return | 23.80% | 42.11%-18.3pp | 109.43%-85.6pp | 81.01%-57.2pp |
| Employer contribution / active EE | $979 | $2,594-62.3% | $3,653-73.2% | $2,440-59.9% |
| Participant deferral / active EE | $2,305 | $3,128-26.3% | $4,238-45.6% | $3,608-36.1% |
| Admin fee / account holder | $411 | $4,251-90.3% | $5,795-92.9% | $5,124-92.0% |