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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 | $92,768 | $73,787+25.7% | $98,716-6.0% | $82,448+12.5% |
| Participation rate | 21.1% | 61.4%-40.3pp | 69.3%-48.2pp | 68.1%-46.9pp |
| Annual return | 19.37% | 18.57%+0.8pp | 31.81%-12.4pp | 41.64%-22.3pp |
| Employer contribution / active EE | $766 | $1,511-49.3% | $2,279-66.4% | $2,551-70.0% |
| Participant deferral / active EE | $2,011 | $3,081-34.7% | $4,048-50.3% | $4,139-51.4% |
| Admin fee / account holder | $738 | $6,500-88.6% | $8,703-91.5% | $7,234-89.8% |