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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 | $90,893 | $74,535+21.9% | $100,712-9.7% | $82,637+10.0% |
| Participation rate | 35.2% | 61.2%-26.0pp | 69.3%-34.1pp | 68.1%-32.9pp |
| Annual return | 16.76% | 18.92%-2.2pp | 33.27%-16.5pp | 53.51%-36.7pp |
| Employer contribution / active EE | $947 | $1,503-37.0% | $2,313-59.1% | $2,552-62.9% |
| Participant deferral / active EE | $1,662 | $3,074-45.9% | $4,085-59.3% | $4,126-59.7% |
| Admin fee / account holder | $5,553 | $6,576-15.6% | $9,256-40.0% | $7,339-24.3% |