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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 | $90,443 | $56,894+59.0% | $84,753+6.7% | $62,881+43.8% |
| Participation rate | 61.1% | 68.5%-7.4pp | 76.6%-15.5pp | 69.3%-8.2pp |
| Annual return | 7.86% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,197 | $2,400-50.1% | $3,574-66.5% | $2,281-47.5% |
| Participant deferral / active EE | $2,526 | $2,709-6.8% | $3,712-31.9% | $3,203-21.1% |
| Admin fee / account holder | $13,771 | $3,581+284.6% | $5,333+158.2% | $4,296+220.6% |