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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 | $91,254 | $73,978+23.4% | $96,515-5.5% | $75,173+21.4% |
| Participation rate | 22.2% | 66.4%-44.2pp | 74.3%-52.1pp | 67.2%-45.0pp |
| Annual return | 15.41% | 26.72%-11.3pp | 35.73%-20.3pp | 160.72%-145.3pp |
| Employer contribution / active EE | $804 | $2,931-72.6% | $3,740-78.5% | $2,671-69.9% |
| Participant deferral / active EE | $3,051 | $3,660-16.6% | $4,880-37.5% | $4,126-26.0% |
| Admin fee / account holder | $1,208 | $5,219-76.8% | $6,735-82.1% | $5,651-78.6% |