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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 | $121,593 | $79,867+52.2% | $120,344+1.0% | $64,340+89.0% |
| Participation rate | 20.3% | 63.0%-42.7pp | 76.7%-56.4pp | 55.2%-35.0pp |
| Annual return | 16.06% | 21.10%-5.0pp | 20.30%-4.2pp | 24.14%-8.1pp |
| Employer contribution / active EE | $690 | $1,925-64.2% | $3,020-77.2% | $1,862-62.9% |
| Participant deferral / active EE | $1,934 | $3,593-46.2% | $5,135-62.3% | $2,980-35.1% |
| Admin fee / account holder | $2,795 | $5,039-44.5% | $12,742-78.1% | $3,703-24.5% |