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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 | $93,248 | $57,590+61.9% | $86,233+8.1% | $82,448+13.1% |
| Participation rate | 33.3% | 57.9%-24.5pp | 69.0%-35.7pp | 68.1%-34.7pp |
| Annual return | 18.13% | 22.41%-4.3pp | 61.39%-43.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,022 | $1,655-38.3% | $2,504-59.2% | $2,551-60.0% |
| Participant deferral / active EE | $2,767 | $3,080-10.2% | $4,559-39.3% | $4,139-33.2% |
| Admin fee / account holder | $5,891 | $4,730+24.5% | $8,342-29.4% | $7,234-18.6% |