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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 | $57,065+64.4% | $75,670+24.0% | $70,131+33.8% |
| Participation rate | 53.7% | 68.1%-14.4pp | 72.3%-18.7pp | 69.5%-15.9pp |
| Annual return | 19.07% | 23.57%-4.5pp | 27.34%-8.3pp | 73.14%-54.1pp |
| Employer contribution / active EE | $698 | $1,817-61.6% | $2,352-70.3% | $2,342-70.2% |
| Participant deferral / active EE | $1,347 | $2,580-47.8% | $3,142-57.1% | $3,332-59.6% |
| Admin fee / account holder | $2,251 | $3,825-41.2% | $5,800-61.2% | $4,645-51.6% |