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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 | $88,793 | $94,439-6.0% | $73,658+20.5% | $154,746-42.6% |
| Participation rate | 25.0% | 64.7%-39.7pp | 57.0%-32.0pp | 80.7%-55.7pp |
| Annual return | 15.85% | 28.25%-12.4pp | 29.72%-13.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $684 | $1,257-45.6% | $1,032-33.7% | $4,379-84.4% |
| Participant deferral / active EE | $2,726 | $2,527+7.9% | $2,062+32.2% | $6,730-59.5% |
| Admin fee / account holder | $927 | $3,843-75.9% | $3,357-72.4% | $14,365-93.5% |