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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 | $95,569 | $63,904+49.6% | $89,340+7.0% | $67,986+40.6% |
| Participation rate | 25.9% | 54.3%-28.4pp | 69.6%-43.6pp | 57.2%-31.3pp |
| Annual return | 15.31% | 18.09%-2.8pp | 20.57%-5.3pp | 31.67%-16.4pp |
| Employer contribution / active EE | $590 | $1,627-63.7% | $2,231-73.6% | $2,019-70.8% |
| Participant deferral / active EE | $1,338 | $2,691-50.3% | $3,823-65.0% | $3,358-60.1% |
| Admin fee / account holder | $3,483 | $3,315+5.1% | $6,704-48.0% | $3,203+8.7% |