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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 | $127,393 | $77,574+64.2% | $108,753+17.1% | $86,983+46.5% |
| Participation rate | 23.5% | 62.3%-38.8pp | 71.1%-47.6pp | 69.5%-46.0pp |
| Annual return | 30.14% | 18.42%+11.7pp | 37.47%-7.3pp | 25.83%+4.3pp |
| Employer contribution / active EE | $498 | $1,611-69.1% | $2,427-79.5% | $2,584-80.7% |
| Participant deferral / active EE | $1,803 | $3,128-42.4% | $4,115-56.2% | $4,194-57.0% |
| Admin fee / account holder | $4,712 | $6,529-27.8% | $10,320-54.3% | $7,856-40.0% |