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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 | $115,351 | $71,230+61.9% | $93,727+23.1% | $80,959+42.5% |
| Participation rate | 22.6% | 60.4%-37.8pp | 68.7%-46.1pp | 67.7%-45.1pp |
| Annual return | 9.97% | 11.26%-1.3pp | 133.83%-123.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $523 | $1,565-66.6% | $2,421-78.4% | $2,757-81.0% |
| Participant deferral / active EE | $1,520 | $4,037-62.4% | $4,417-65.6% | $4,300-64.7% |
| Admin fee / account holder | $1,707 | $6,961-75.5% | $8,292-79.4% | $6,925-75.4% |