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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 | $91,088 | $58,057+56.9% | $97,032-6.1% | $86,983+4.7% |
| Participation rate | 28.6% | 60.4%-31.8pp | 71.6%-43.0pp | 69.5%-41.0pp |
| Annual return | 15.95% | 22.26%-6.3pp | 35.38%-19.4pp | 25.83%-9.9pp |
| Employer contribution / active EE | $1,228 | $1,663-26.2% | $2,629-53.3% | $2,584-52.5% |
| Participant deferral / active EE | $2,142 | $3,244-34.0% | $4,672-54.2% | $4,194-48.9% |
| Admin fee / account holder | $2,563 | $4,839-47.0% | $9,418-72.8% | $7,856-67.4% |