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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 | $94,521 | $63,082+49.8% | $81,716+15.7% | $79,852+18.4% |
| Participation rate | 28.3% | 67.5%-39.2pp | 72.0%-43.7pp | 69.6%-41.3pp |
| Annual return | 29.88% | 22.66%+7.2pp | 29.49%+0.4pp | 31.72%-1.8pp |
| Employer contribution / active EE | $525 | $1,795-70.8% | $4,310-87.8% | $2,471-78.7% |
| Participant deferral / active EE | $1,311 | $2,780-52.8% | $7,108-81.6% | $3,740-64.9% |
| Admin fee / account holder | $523 | $4,428-88.2% | $5,159-89.9% | $5,306-90.1% |