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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 | $89,521 | $57,590+55.4% | $86,233+3.8% | $82,448+8.6% |
| Participation rate | 9.4% | 57.9%-48.4pp | 69.0%-59.6pp | 68.1%-58.6pp |
| Annual return | 23.68% | 22.41%+1.3pp | 61.39%-37.7pp | 41.64%-18.0pp |
| Employer contribution / active EE | $724 | $1,655-56.3% | $2,504-71.1% | $2,551-71.6% |
| Participant deferral / active EE | $2,294 | $3,080-25.5% | $4,559-49.7% | $4,139-44.6% |
| Admin fee / account holder | $431 | $4,730-90.9% | $8,342-94.8% | $7,234-94.0% |