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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 | $97,364 | $76,551+27.2% | $123,894-21.4% | $62,881+54.8% |
| Participation rate | 20.9% | 73.0%-52.1pp | 81.4%-60.5pp | 69.3%-48.4pp |
| Annual return | 7.98% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $485 | $2,882-83.2% | $4,617-89.5% | $2,281-78.7% |
| Participant deferral / active EE | $2,449 | $4,840-49.4% | $5,984-59.1% | $3,203-23.5% |
| Admin fee / account holder | $613 | $4,826-87.3% | $8,357-92.7% | $4,296-85.7% |