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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 | $113,473 | $35,183+222.5% | $73,545+54.3% | $70,124+61.8% |
| Participation rate | 22.0% | 42.9%-20.9pp | 54.9%-32.9pp | 69.5%-47.5pp |
| Annual return | 16.26% | 26.90%-10.6pp | -15.16%+31.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $524 | $709-26.0% | $1,219-57.0% | $2,342-77.6% |
| Participant deferral / active EE | $1,558 | $1,220+27.7% | $1,806-13.7% | $3,332-53.2% |
| Admin fee / account holder | $1,327 | $2,302-42.4% | $2,320-42.8% | $4,645-71.4% |