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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 | $96,965 | $77,707+24.8% | $70,160+38.2% | $139,466-30.5% |
| Participation rate | 36.8% | 83.1%-46.3pp | 78.8%-42.0pp | 80.3%-43.5pp |
| Annual return | 19.89% | 19.30%+0.6pp | 19.08%+0.8pp | 373.66%-353.8pp |
| Employer contribution / active EE | $1,559 | $4,986-68.7% | $4,285-63.6% | $4,754-67.2% |
| Participant deferral / active EE | $4,983 | $6,443-22.7% | $5,394-7.6% | $6,712-25.8% |
| Admin fee / account holder | $7,582 | $5,397+40.5% | $4,582+65.5% | $11,409-33.5% |