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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 | $64,734+45.6% | $90,796+3.8% | $64,097+47.1% |
| Participation rate | 9.3% | 53.2%-43.9pp | 69.5%-60.2pp | 55.2%-45.9pp |
| Annual return | 15.99% | 17.77%-1.8pp | 19.29%-3.3pp | 34.64%-18.7pp |
| Employer contribution / active EE | $547 | $1,703-67.9% | $2,294-76.1% | $1,891-71.1% |
| Participant deferral / active EE | $1,050 | $2,629-60.1% | $3,822-72.5% | $3,080-65.9% |
| Admin fee / account holder | $4,840 | $3,474+39.3% | $7,024-31.1% | $3,454+40.1% |