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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 | $88,714 | $58,627+51.3% | $76,735+15.6% | $82,448+7.6% |
| Participation rate | 22.5% | 63.2%-40.7pp | 69.5%-47.0pp | 68.1%-45.6pp |
| Annual return | 16.01% | 39.10%-23.1pp | 29.77%-13.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $328 | $1,729-81.1% | $2,454-86.7% | $2,551-87.2% |
| Participant deferral / active EE | $1,631 | $3,134-47.9% | $4,088-60.1% | $4,139-60.6% |
| Admin fee / account holder | $2,652 | $5,323-50.2% | $7,189-63.1% | $7,234-63.3% |