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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 | $58,057+60.6% | $97,032-3.9% | $86,983+7.2% |
| Participation rate | 33.3% | 60.4%-27.0pp | 71.6%-38.2pp | 69.5%-36.2pp |
| Annual return | 18.13% | 22.26%-4.1pp | 35.38%-17.2pp | 25.83%-7.7pp |
| Employer contribution / active EE | $1,022 | $1,663-38.6% | $2,629-61.1% | $2,584-60.5% |
| Participant deferral / active EE | $2,767 | $3,244-14.7% | $4,672-40.8% | $4,194-34.0% |
| Admin fee / account holder | $5,891 | $4,839+21.7% | $9,418-37.4% | $7,856-25.0% |