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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 | $56,402 | $106,974-47.3% | $90,796-37.9% | $138,895-59.4% |
| Participation rate | 26.7% | 74.9%-48.2pp | 69.5%-42.8pp | 79.9%-53.3pp |
| Annual return | 15.12% | 20.10%-5.0pp | 19.29%-4.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $967 | $2,609-62.9% | $2,294-57.9% | $4,194-77.0% |
| Participant deferral / active EE | $3,839 | $4,455-13.8% | $3,822+0.5% | $6,396-40.0% |
| Admin fee / account holder | $9,675 | $8,626+12.2% | $7,024+37.8% | $12,562-23.0% |