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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 | $90,873 | $36,948+145.9% | $73,658+23.4% | $87,485+3.9% |
| Participation rate | 43.4% | 46.8%-3.4pp | 57.0%-13.7pp | 68.9%-25.6pp |
| Annual return | 16.40% | 28.64%-12.2pp | 29.72%-13.3pp | 26.06%-9.7pp |
| Employer contribution / active EE | $272 | $670-59.4% | $1,032-73.6% | $2,596-89.5% |
| Participant deferral / active EE | $990 | $1,379-28.2% | $2,062-52.0% | $4,274-76.8% |
| Admin fee / account holder | $570 | $2,531-77.5% | $3,357-83.0% | $7,775-92.7% |