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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 | $94,280 | $63,904+47.5% | $89,340+5.5% | $67,986+38.7% |
| Participation rate | 9.3% | 54.3%-45.0pp | 69.6%-60.3pp | 57.2%-47.9pp |
| Annual return | 15.99% | 18.09%-2.1pp | 20.57%-4.6pp | 31.67%-15.7pp |
| Employer contribution / active EE | $547 | $1,627-66.4% | $2,231-75.5% | $2,019-72.9% |
| Participant deferral / active EE | $1,050 | $2,691-61.0% | $3,823-72.5% | $3,358-68.7% |
| Admin fee / account holder | $4,840 | $3,315+46.0% | $6,704-27.8% | $3,203+51.1% |