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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 | $96,908 | $58,512+65.6% | $84,020+15.3% | $72,983+32.8% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 27.06% | 28.93%-1.9pp | 71.31%-44.2pp | 81.01%-53.9pp |
| Employer contribution / active EE | $478 | $1,163-58.9% | $1,984-75.9% | $2,440-80.4% |
| Participant deferral / active EE | $2,188 | $2,394-8.6% | $3,239-32.5% | $3,608-39.4% |
| Admin fee / account holder | $1,169 | $4,569-74.4% | $6,101-80.8% | $5,124-77.2% |