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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 | $106,559 | $76,407+39.5% | $150,298-29.1% | $82,448+29.2% |
| Participation rate | 47.1% | 66.4%-19.3pp | 77.8%-30.7pp | 68.1%-21.0pp |
| Annual return | 18.50% | 39.99%-21.5pp | 62.79%-44.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $802 | $2,614-69.3% | $4,154-80.7% | $2,551-68.6% |
| Participant deferral / active EE | $2,433 | $3,214-24.3% | $5,453-55.4% | $4,139-41.2% |
| Admin fee / account holder | $5,504 | $6,352-13.3% | $14,116-61.0% | $7,234-23.9% |