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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 | $71,197+39.0% | $93,669+5.7% | $80,925+22.3% |
| Participation rate | 32.0% | 60.4%-28.4pp | 68.7%-36.7pp | 67.7%-35.7pp |
| Annual return | 22.54% | 11.27%+11.3pp | 133.59%-111.1pp | 35.65%-13.1pp |
| Employer contribution / active EE | $418 | $1,565-73.3% | $2,424-82.8% | $2,756-84.8% |
| Participant deferral / active EE | $1,556 | $4,036-61.4% | $4,416-64.8% | $4,299-63.8% |
| Admin fee / account holder | $2,500 | $6,959-64.1% | $8,291-69.8% | $6,940-64.0% |