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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 | $74,535+29.1% | $100,712-4.4% | $82,637+16.5% |
| Participation rate | 21.4% | 61.2%-39.7pp | 69.3%-47.8pp | 68.1%-46.6pp |
| Annual return | 17.59% | 18.92%-1.3pp | 33.27%-15.7pp | 53.51%-35.9pp |
| Employer contribution / active EE | $982 | $1,503-34.6% | $2,313-57.5% | $2,552-61.5% |
| Participant deferral / active EE | $1,768 | $3,074-42.5% | $4,085-56.7% | $4,126-57.1% |
| Admin fee / account holder | $809 | $6,576-87.7% | $9,256-91.3% | $7,339-89.0% |