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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 | $95,715 | $75,058+27.5% | $152,301-37.2% | $64,340+48.8% |
| Participation rate | 18.9% | 60.9%-42.0pp | 82.4%-63.6pp | 55.2%-36.4pp |
| Annual return | 17.37% | 29.93%-12.6pp | 80.50%-63.1pp | 24.14%-6.8pp |
| Employer contribution / active EE | $819 | $2,605-68.6% | $4,624-82.3% | $1,862-56.0% |
| Participant deferral / active EE | $1,982 | $5,041-60.7% | $8,004-75.2% | $2,980-33.5% |
| Admin fee / account holder | $9,170 | $4,050+126.4% | $14,398-36.3% | $3,703+147.7% |