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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 | $98,994 | $71,230+39.0% | $93,727+5.6% | $80,959+22.3% |
| Participation rate | 32.0% | 60.4%-28.4pp | 68.7%-36.7pp | 67.7%-35.7pp |
| Annual return | 22.54% | 11.26%+11.3pp | 133.83%-111.3pp | 35.67%-13.1pp |
| Employer contribution / active EE | $418 | $1,565-73.3% | $2,421-82.7% | $2,757-84.8% |
| Participant deferral / active EE | $1,556 | $4,037-61.5% | $4,417-64.8% | $4,300-63.8% |
| Admin fee / account holder | $2,500 | $6,961-64.1% | $8,292-69.8% | $6,925-63.9% |