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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 | $95,182 | $72,273+31.7% | $101,275-6.0% | $79,856+19.2% |
| Participation rate | 36.4% | 68.5%-32.1pp | 75.8%-39.4pp | 69.6%-33.3pp |
| Annual return | 12.05% | 22.30%-10.2pp | 46.48%-34.4pp | 31.71%-19.7pp |
| Employer contribution / active EE | $719 | $2,691-73.3% | $3,660-80.4% | $2,471-70.9% |
| Participant deferral / active EE | $4,059 | $3,282+23.7% | $4,371-7.1% | $3,741+8.5% |
| Admin fee / account holder | $615 | $4,401-86.0% | $5,948-89.7% | $5,306-88.4% |