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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 | $96,776 | $58,493+65.4% | $84,021+15.2% | $72,975+32.6% |
| Participation rate | 36.0% | 61.2%-25.2pp | 69.0%-33.0pp | 69.5%-33.5pp |
| Annual return | 27.46% | 28.93%-1.5pp | 71.32%-43.9pp | 81.01%-53.6pp |
| Employer contribution / active EE | $543 | $1,163-53.3% | $1,984-72.6% | $2,440-77.8% |
| Participant deferral / active EE | $3,132 | $2,394+30.8% | $3,239-3.3% | $3,608-13.2% |
| Admin fee / account holder | $907 | $4,569-80.1% | $6,102-85.1% | $5,124-82.3% |