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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 | $95,207 | $58,493+62.8% | $84,023+13.3% | $72,976+30.5% |
| Participation rate | 38.2% | 61.2%-23.0pp | 69.0%-30.8pp | 69.5%-31.3pp |
| Annual return | 18.93% | 28.93%-10.0pp | 71.32%-52.4pp | 81.02%-62.1pp |
| Employer contribution / active EE | $728 | $1,163-37.4% | $1,984-63.3% | $2,440-70.2% |
| Participant deferral / active EE | $1,861 | $2,394-22.2% | $3,239-42.5% | $3,608-48.4% |
| Admin fee / account holder | $4,424 | $4,569-3.2% | $6,102-27.5% | $5,124-13.7% |