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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 | $95,374 | $71,215+33.9% | $93,696+1.8% | $80,935+17.8% |
| Participation rate | 41.7% | 60.4%-18.7pp | 68.7%-27.1pp | 67.7%-26.0pp |
| Annual return | 12.90% | 11.27%+1.6pp | 133.74%-120.8pp | 35.66%-22.8pp |
| Employer contribution / active EE | $456 | $1,565-70.9% | $2,422-81.2% | $2,757-83.5% |
| Participant deferral / active EE | $1,562 | $4,037-61.3% | $4,417-64.6% | $4,299-63.7% |
| Admin fee / account holder | $4,378 | $6,958-37.1% | $8,287-47.2% | $6,924-36.8% |