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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 | $93,793 | $63,456+47.8% | $100,712-6.9% | $64,097+46.3% |
| Participation rate | 31.7% | 49.7%-17.9pp | 69.3%-37.5pp | 55.2%-23.5pp |
| Annual return | 17.44% | 19.65%-2.2pp | 33.27%-15.8pp | 34.64%-17.2pp |
| Employer contribution / active EE | $825 | $1,003-17.7% | $2,313-64.3% | $1,891-56.4% |
| Participant deferral / active EE | $1,489 | $2,463-39.5% | $4,085-63.5% | $3,080-51.6% |
| Admin fee / account holder | $2,915 | $4,808-39.4% | $9,256-68.5% | $3,454-15.6% |