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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 | $90,422 | $55,684+62.4% | $75,900+19.1% | $72,976+23.9% |
| Participation rate | 28.3% | 61.1%-32.9pp | 69.3%-41.0pp | 69.5%-41.2pp |
| Annual return | 23.57% | 27.60%-4.0pp | 30.73%-7.2pp | 81.02%-57.4pp |
| Employer contribution / active EE | $848 | $1,687-49.7% | $2,501-66.1% | $2,440-65.2% |
| Participant deferral / active EE | $1,352 | $2,634-48.7% | $3,604-62.5% | $3,608-62.5% |
| Admin fee / account holder | $2,602 | $3,981-34.6% | $5,421-52.0% | $5,124-49.2% |