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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 | $91,856 | $77,574+18.4% | $108,753-15.5% | $86,983+5.6% |
| Participation rate | 20.5% | 62.3%-41.8pp | 71.1%-50.6pp | 69.5%-49.0pp |
| Annual return | 18.72% | 18.42%+0.3pp | 37.47%-18.7pp | 25.83%-7.1pp |
| Employer contribution / active EE | $399 | $1,611-75.2% | $2,427-83.6% | $2,584-84.6% |
| Participant deferral / active EE | $1,784 | $3,128-43.0% | $4,115-56.7% | $4,194-57.5% |
| Admin fee / account holder | $1,338 | $6,529-79.5% | $10,320-87.0% | $7,856-83.0% |