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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 | $97,303 | $58,493+66.3% | $84,021+15.8% | $72,975+33.3% |
| Participation rate | 27.3% | 61.2%-34.0pp | 69.0%-41.7pp | 69.5%-42.2pp |
| Annual return | 19.93% | 28.93%-9.0pp | 71.32%-51.4pp | 81.01%-61.1pp |
| Employer contribution / active EE | $448 | $1,163-61.5% | $1,984-77.4% | $2,440-81.6% |
| Participant deferral / active EE | $1,820 | $2,394-24.0% | $3,239-43.8% | $3,608-49.6% |
| Admin fee / account holder | $5,034 | $4,569+10.2% | $6,102-17.5% | $5,124-1.8% |