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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 | $96,243 | $76,834+25.3% | $108,359-11.2% | $87,485+10.0% |
| Participation rate | 21.4% | 61.7%-40.3pp | 70.1%-48.7pp | 68.9%-47.5pp |
| Annual return | 17.59% | 19.09%-1.5pp | 36.89%-19.3pp | 26.06%-8.5pp |
| Employer contribution / active EE | $982 | $1,556-36.9% | $2,399-59.1% | $2,596-62.2% |
| Participant deferral / active EE | $1,768 | $3,100-43.0% | $4,137-57.3% | $4,274-58.6% |
| Admin fee / account holder | $809 | $6,537-87.6% | $9,741-91.7% | $7,775-89.6% |