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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 | $98,723 | $58,493+68.8% | $84,023+17.5% | $72,976+35.3% |
| Participation rate | 60.4% | 61.2%-0.9pp | 69.0%-8.6pp | 69.5%-9.1pp |
| Annual return | 23.70% | 28.93%-5.2pp | 71.32%-47.6pp | 81.02%-57.3pp |
| Employer contribution / active EE | $505 | $1,163-56.5% | $1,984-74.5% | $2,440-79.3% |
| Participant deferral / active EE | $1,752 | $2,394-26.8% | $3,239-45.9% | $3,608-51.4% |
| Admin fee / account holder | $12,186 | $4,569+166.7% | $6,102+99.7% | $5,124+137.8% |