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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 | $96,542 | $57,352+68.3% | $83,831+15.2% | $64,173+50.4% |
| Participation rate | 27.6% | 68.6%-41.0pp | 76.1%-48.6pp | 69.6%-42.0pp |
| Annual return | 3.09% | 11.38%-8.3pp | 850.99%-847.9pp | 7.63%-4.5pp |
| Employer contribution / active EE | $1,671 | $2,546-34.4% | $3,631-54.0% | $2,381-29.8% |
| Participant deferral / active EE | $3,825 | $2,993+27.8% | $4,082-6.3% | $3,470+10.2% |
| Admin fee / account holder | $1,319 | $4,046-67.4% | $5,479-75.9% | $4,887-73.0% |