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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 | $74,535+23.2% | $100,712-8.8% | $82,637+11.2% |
| Participation rate | 20.5% | 61.2%-40.7pp | 69.3%-48.8pp | 68.1%-47.5pp |
| Annual return | 18.72% | 18.92%-0.2pp | 33.27%-14.5pp | 53.51%-34.8pp |
| Employer contribution / active EE | $399 | $1,503-73.4% | $2,313-82.7% | $2,552-84.4% |
| Participant deferral / active EE | $1,784 | $3,074-42.0% | $4,085-56.3% | $4,126-56.8% |
| Admin fee / account holder | $1,338 | $6,576-79.7% | $9,256-85.5% | $7,339-81.8% |