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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 | $137,940 | $74,535+85.1% | $100,712+37.0% | $82,637+66.9% |
| Participation rate | 22.4% | 61.2%-38.7pp | 69.3%-46.8pp | 68.1%-45.6pp |
| Annual return | 16.67% | 18.92%-2.3pp | 33.27%-16.6pp | 53.51%-36.8pp |
| Employer contribution / active EE | $844 | $1,503-43.8% | $2,313-63.5% | $2,552-66.9% |
| Participant deferral / active EE | $2,314 | $3,074-24.7% | $4,085-43.3% | $4,126-43.9% |
| Admin fee / account holder | $1,624 | $6,576-75.3% | $9,256-82.5% | $7,339-77.9% |