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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 | $63,365+24.9% | $91,994-14.0% | $72,976+8.5% |
| Participation rate | 38.7% | 72.5%-33.8pp | 78.6%-39.9pp | 69.5%-30.8pp |
| Annual return | 25.27% | 35.35%-10.1pp | 69.04%-43.8pp | 81.02%-55.7pp |
| Employer contribution / active EE | $941 | $2,116-55.5% | $3,453-72.8% | $2,440-61.4% |
| Participant deferral / active EE | $4,447 | $4,883-8.9% | $5,924-24.9% | $3,608+23.3% |
| Admin fee / account holder | $11,254 | $4,670+141.0% | $7,744+45.3% | $5,124+119.6% |