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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 | $77,574+77.8% | $108,753+26.8% | $86,983+58.6% |
| Participation rate | 22.4% | 62.3%-39.8pp | 71.1%-48.6pp | 69.5%-47.1pp |
| Annual return | 16.67% | 18.42%-1.7pp | 37.47%-20.8pp | 25.83%-9.2pp |
| Employer contribution / active EE | $844 | $1,611-47.6% | $2,427-65.2% | $2,584-67.3% |
| Participant deferral / active EE | $2,314 | $3,128-26.0% | $4,115-43.8% | $4,194-44.8% |
| Admin fee / account holder | $1,624 | $6,529-75.1% | $10,320-84.3% | $7,856-79.3% |