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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 | $83,048 | $58,099+42.9% | $76,872+8.0% | $75,173+10.5% |
| Participation rate | 39.6% | 63.9%-24.3pp | 69.6%-30.0pp | 67.2%-27.6pp |
| Annual return | 16.80% | 26.71%-9.9pp | 37.90%-21.1pp | 160.72%-143.9pp |
| Employer contribution / active EE | $946 | $1,996-52.6% | $2,533-62.7% | $2,671-64.6% |
| Participant deferral / active EE | $2,405 | $2,999-19.8% | $3,832-37.2% | $4,126-41.7% |
| Admin fee / account holder | $3,013 | $4,778-36.9% | $5,476-45.0% | $5,651-46.7% |