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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 | $87,632 | $57,140+53.4% | $85,240+2.8% | $80,959+8.2% |
| Participation rate | 32.6% | 56.4%-23.9pp | 67.5%-35.0pp | 67.7%-35.1pp |
| Annual return | 13.30% | 21.71%-8.4pp | 66.75%-53.5pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,188 | $1,802-34.0% | $2,735-56.6% | $2,757-56.9% |
| Participant deferral / active EE | $2,910 | $3,115-6.6% | $4,527-35.7% | $4,300-32.3% |
| Admin fee / account holder | $2,171 | $4,992-56.5% | $6,165-64.8% | $6,925-68.6% |