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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 | $96,054 | $62,549+53.6% | $85,705+12.1% | $85,851+11.9% |
| Participation rate | 35.5% | 61.1%-25.6pp | 69.9%-34.3pp | 69.3%-33.8pp |
| Annual return | 13.25% | 23.77%-10.5pp | 21.49%-8.2pp | 318.63%-305.4pp |
| Employer contribution / active EE | $1,084 | $1,755-38.2% | $2,619-58.6% | $2,565-57.7% |
| Participant deferral / active EE | $2,128 | $2,802-24.1% | $3,924-45.8% | $3,952-46.2% |
| Admin fee / account holder | $1,565 | $4,644-66.3% | $6,877-77.2% | $6,261-75.0% |