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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 | $92,239 | $58,627+57.3% | $76,735+20.2% | $82,448+11.9% |
| Participation rate | 26.7% | 63.2%-36.6pp | 69.5%-42.8pp | 68.1%-41.4pp |
| Annual return | 15.32% | 39.10%-23.8pp | 29.77%-14.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,367 | $1,729-21.0% | $2,454-44.3% | $2,551-46.4% |
| Participant deferral / active EE | $2,082 | $3,134-33.5% | $4,088-49.1% | $4,139-49.7% |
| Admin fee / account holder | $3,984 | $5,323-25.1% | $7,189-44.6% | $7,234-44.9% |