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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 | $79,145 | $63,355+24.9% | $91,989-14.0% | $72,986+8.4% |
| Participation rate | 38.7% | 72.5%-33.8pp | 78.6%-39.9pp | 69.5%-30.8pp |
| Annual return | 25.27% | 35.35%-10.1pp | 69.02%-43.8pp | 81.01%-55.7pp |
| Employer contribution / active EE | $941 | $2,116-55.5% | $3,452-72.7% | $2,440-61.4% |
| Participant deferral / active EE | $4,447 | $4,883-8.9% | $5,923-24.9% | $3,607+23.3% |
| Admin fee / account holder | $11,254 | $4,668+141.1% | $7,743+45.4% | $5,124+119.6% |