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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 | $95,395 | $58,627+62.7% | $76,735+24.3% | $82,448+15.7% |
| Participation rate | 38.8% | 63.2%-24.4pp | 69.5%-30.7pp | 68.1%-29.3pp |
| Annual return | 15.87% | 39.10%-23.2pp | 29.77%-13.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $486 | $1,729-71.9% | $2,454-80.2% | $2,551-80.9% |
| Participant deferral / active EE | $1,931 | $3,134-38.4% | $4,088-52.8% | $4,139-53.3% |
| Admin fee / account holder | $6,040 | $5,323+13.5% | $7,189-16.0% | $7,234-16.5% |