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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 | $96,389 | $94,031+2.5% | $115,768-16.7% | $82,448+16.9% |
| Participation rate | 23.1% | 70.4%-47.3pp | 74.4%-51.3pp | 68.1%-45.0pp |
| Annual return | 18.29% | 20.61%-2.3pp | 100.46%-82.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $861 | $2,323-63.0% | $2,940-70.7% | $2,551-66.3% |
| Participant deferral / active EE | $2,554 | $3,972-35.7% | $4,917-48.0% | $4,139-38.3% |
| Admin fee / account holder | $5,391 | $10,249-47.4% | $12,439-56.7% | $7,234-25.5% |