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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 | $99,969 | $71,230+40.3% | $93,727+6.7% | $80,959+23.5% |
| Participation rate | 44.2% | 60.4%-16.2pp | 68.7%-24.5pp | 67.7%-23.4pp |
| Annual return | 10.36% | 11.26%-0.9pp | 133.83%-123.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $931 | $1,565-40.5% | $2,421-61.6% | $2,757-66.2% |
| Participant deferral / active EE | $3,258 | $4,037-19.3% | $4,417-26.2% | $4,300-24.2% |
| Admin fee / account holder | $2,033 | $6,961-70.8% | $8,292-75.5% | $6,925-70.7% |