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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 | $57,590+58.2% | $86,233+5.6% | $82,448+10.5% |
| Participation rate | 28.6% | 57.9%-29.3pp | 69.0%-40.4pp | 68.1%-39.5pp |
| Annual return | 15.95% | 22.41%-6.5pp | 61.39%-45.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,228 | $1,655-25.8% | $2,504-51.0% | $2,551-51.9% |
| Participant deferral / active EE | $2,142 | $3,080-30.5% | $4,559-53.0% | $4,139-48.3% |
| Admin fee / account holder | $2,563 | $4,730-45.8% | $8,342-69.3% | $7,234-64.6% |