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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 | $89,776 | $67,894+32.2% | $89,340+0.5% | $82,448+8.9% |
| Participation rate | 22.8% | 64.0%-41.2pp | 69.6%-46.8pp | 68.1%-45.3pp |
| Annual return | 17.75% | 19.21%-1.5pp | 20.57%-2.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $754 | $1,828-58.8% | $2,231-66.2% | $2,551-70.5% |
| Participant deferral / active EE | $2,232 | $3,072-27.3% | $3,823-41.6% | $4,139-46.1% |
| Admin fee / account holder | $53,560 | $5,723+835.9% | $6,704+699.0% | $7,234+640.4% |