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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 | $104,428 | $62,583+66.9% | $76,767+36.0% | $64,173+62.7% |
| Participation rate | 40.0% | 72.8%-32.8pp | 77.0%-37.0pp | 69.6%-29.6pp |
| Annual return | 24.38% | -1.95%+26.3pp | 2.43%+22.0pp | 7.63%+16.7pp |
| Employer contribution / active EE | $810 | $1,832-55.8% | $2,485-67.4% | $2,381-66.0% |
| Participant deferral / active EE | $1,697 | $3,145-46.0% | $3,852-55.9% | $3,470-51.1% |
| Admin fee / account holder | $10,922 | $4,667+134.0% | $6,675+63.6% | $4,887+123.5% |