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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 | $89,239 | $56,277+58.6% | $80,976+10.2% | $62,891+41.9% |
| Participation rate | 12.2% | 69.0%-56.8pp | 75.8%-63.6pp | 69.3%-57.1pp |
| Annual return | 6.28% | 22.12%-15.8pp | 17.10%-10.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $289 | $1,943-85.1% | $3,714-92.2% | $2,281-87.3% |
| Participant deferral / active EE | $2,186 | $4,195-47.9% | $5,696-61.6% | $3,203-31.7% |
| Admin fee / account holder | $1,240 | $3,741-66.9% | $5,516-77.5% | $4,296-71.1% |