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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 | $74,535+24.5% | $100,712-7.9% | $82,637+12.3% |
| Participation rate | 21.1% | 61.2%-40.0pp | 69.3%-48.1pp | 68.1%-46.9pp |
| Annual return | 19.37% | 18.92%+0.4pp | 33.27%-13.9pp | 53.51%-34.1pp |
| Employer contribution / active EE | $766 | $1,503-49.0% | $2,313-66.9% | $2,552-70.0% |
| Participant deferral / active EE | $2,011 | $3,074-34.6% | $4,085-50.8% | $4,126-51.3% |
| Admin fee / account holder | $738 | $6,576-88.8% | $9,256-92.0% | $7,339-89.9% |