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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 | $93,828 | $56,544+65.9% | $75,501+24.3% | $70,126+33.8% |
| Participation rate | 53.7% | 68.1%-14.5pp | 72.4%-18.7pp | 69.5%-15.9pp |
| Annual return | 19.07% | 23.59%-4.5pp | 27.35%-8.3pp | 73.15%-54.1pp |
| Employer contribution / active EE | $698 | $1,817-61.6% | $2,352-70.3% | $2,343-70.2% |
| Participant deferral / active EE | $1,347 | $2,580-47.8% | $3,142-57.1% | $3,332-59.6% |
| Admin fee / account holder | $2,251 | $3,827-41.2% | $5,801-61.2% | $4,645-51.6% |