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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 | $76,834+65.8% | $108,359+17.6% | $87,485+45.6% |
| Participation rate | 23.5% | 61.7%-38.2pp | 70.1%-46.6pp | 68.9%-45.4pp |
| Annual return | 30.14% | 19.09%+11.1pp | 36.89%-6.7pp | 26.06%+4.1pp |
| Employer contribution / active EE | $498 | $1,556-68.0% | $2,399-79.3% | $2,596-80.8% |
| Participant deferral / active EE | $1,803 | $3,100-41.8% | $4,137-56.4% | $4,274-57.8% |
| Admin fee / account holder | $4,712 | $6,537-27.9% | $9,741-51.6% | $7,775-39.4% |