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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 | $73,787+72.7% | $98,716+29.1% | $82,448+54.5% |
| Participation rate | 23.5% | 61.4%-37.9pp | 69.3%-45.8pp | 68.1%-44.5pp |
| Annual return | 30.14% | 18.57%+11.6pp | 31.81%-1.7pp | 41.64%-11.5pp |
| Employer contribution / active EE | $498 | $1,511-67.1% | $2,279-78.2% | $2,551-80.5% |
| Participant deferral / active EE | $1,803 | $3,081-41.5% | $4,048-55.5% | $4,139-56.4% |
| Admin fee / account holder | $4,712 | $6,500-27.5% | $8,703-45.9% | $7,234-34.9% |