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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 | $99,500 | $64,010+55.4% | $108,359-8.2% | $64,340+54.6% |
| Participation rate | 24.1% | 49.4%-25.2pp | 70.1%-46.0pp | 55.2%-31.1pp |
| Annual return | 15.51% | 19.74%-4.2pp | 36.89%-21.4pp | 24.14%-8.6pp |
| Employer contribution / active EE | $775 | $1,029-24.7% | $2,399-67.7% | $1,862-58.4% |
| Participant deferral / active EE | $1,609 | $2,395-32.8% | $4,137-61.1% | $2,980-46.0% |
| Admin fee / account holder | $10,382 | $4,885+112.5% | $9,741+6.6% | $3,703+180.4% |