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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 | $87,035 | $58,851+47.9% | $115,170-24.4% | $72,983+19.3% |
| Participation rate | 19.2% | 65.5%-46.3pp | 75.9%-56.7pp | 69.5%-50.3pp |
| Annual return | 21.19% | 23.16%-2.0pp | 35.60%-14.4pp | 81.01%-59.8pp |
| Employer contribution / active EE | $535 | $1,798-70.3% | $3,179-83.2% | $2,440-78.1% |
| Participant deferral / active EE | $1,939 | $2,643-26.6% | $4,169-53.5% | $3,608-46.2% |
| Admin fee / account holder | $2,608 | $6,370-59.1% | $7,089-63.2% | $5,124-49.1% |