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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 | $104,796 | $58,493+79.2% | $84,021+24.7% | $72,975+43.6% |
| Participation rate | 47.5% | 61.2%-13.8pp | 69.0%-21.6pp | 69.5%-22.0pp |
| Annual return | 20.94% | 28.93%-8.0pp | 71.32%-50.4pp | 81.01%-60.1pp |
| Employer contribution / active EE | $782 | $1,163-32.8% | $1,984-60.6% | $2,440-67.9% |
| Participant deferral / active EE | $3,128 | $2,394+30.7% | $3,239-3.4% | $3,608-13.3% |
| Admin fee / account holder | $2,239 | $4,569-51.0% | $6,102-63.3% | $5,124-56.3% |