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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 | $76,834+20.7% | $108,359-14.4% | $87,485+6.0% |
| Participation rate | 21.1% | 61.7%-40.6pp | 70.1%-49.0pp | 68.9%-47.8pp |
| Annual return | 19.37% | 19.09%+0.3pp | 36.89%-17.5pp | 26.06%-6.7pp |
| Employer contribution / active EE | $766 | $1,556-50.8% | $2,399-68.1% | $2,596-70.5% |
| Participant deferral / active EE | $2,011 | $3,100-35.1% | $4,137-51.4% | $4,274-52.9% |
| Admin fee / account holder | $738 | $6,537-88.7% | $9,741-92.4% | $7,775-90.5% |