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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 | $92,381 | $36,948+150.0% | $73,658+25.4% | $87,485+5.6% |
| Participation rate | 54.2% | 46.8%+7.3pp | 57.0%-2.9pp | 68.9%-14.8pp |
| Annual return | 15.59% | 28.64%-13.0pp | 29.72%-14.1pp | 26.06%-10.5pp |
| Employer contribution / active EE | $530 | $670-20.9% | $1,032-48.7% | $2,596-79.6% |
| Participant deferral / active EE | $2,916 | $1,379+111.5% | $2,062+41.4% | $4,274-31.8% |
| Admin fee / account holder | $5,848 | $2,531+131.1% | $3,357+74.2% | $7,775-24.8% |