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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 | $86,953 | $75,541+15.1% | $152,093-42.8% | $82,637+5.2% |
| Participation rate | 23.1% | 66.5%-43.5pp | 77.8%-54.7pp | 68.1%-45.0pp |
| Annual return | 33.90% | 32.56%+1.3pp | 66.36%-32.5pp | 53.51%-19.6pp |
| Employer contribution / active EE | $691 | $2,622-73.7% | $4,175-83.5% | $2,552-72.9% |
| Participant deferral / active EE | $1,605 | $3,206-49.9% | $5,451-70.6% | $4,126-61.1% |
| Admin fee / account holder | $3,604 | $6,405-43.7% | $14,497-75.1% | $7,339-50.9% |