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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 | $69,444+37.4% | $92,985+2.6% | $87,485+9.0% |
| Participation rate | 38.8% | 63.3%-24.5pp | 69.5%-30.7pp | 68.9%-30.1pp |
| Annual return | 15.87% | 23.85%-8.0pp | 27.99%-12.1pp | 26.06%-10.2pp |
| Employer contribution / active EE | $486 | $1,917-74.6% | $2,662-81.7% | $2,596-81.3% |
| Participant deferral / active EE | $1,931 | $3,364-42.6% | $4,377-55.9% | $4,274-54.8% |
| Admin fee / account holder | $6,040 | $6,137-1.6% | $9,463-36.2% | $7,775-22.3% |