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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 | $91,467 | $72,272+26.6% | $101,264-9.7% | $79,858+14.5% |
| Participation rate | 34.1% | 68.5%-34.3pp | 75.8%-41.7pp | 69.6%-35.5pp |
| Annual return | 18.20% | 22.30%-4.1pp | 46.48%-28.3pp | 31.72%-13.5pp |
| Employer contribution / active EE | $625 | $2,692-76.8% | $3,660-82.9% | $2,471-74.7% |
| Participant deferral / active EE | $3,805 | $3,282+16.0% | $4,370-12.9% | $3,740+1.7% |
| Admin fee / account holder | $9,973 | $4,401+126.6% | $5,947+67.7% | $5,306+88.0% |