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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 | $105,617 | $35,183+200.2% | $73,550+43.6% | $70,126+50.6% |
| Participation rate | 34.5% | 42.9%-8.4pp | 54.9%-20.4pp | 69.5%-35.1pp |
| Annual return | 18.87% | 26.90%-8.0pp | -15.16%+34.0pp | 73.15%-54.3pp |
| Employer contribution / active EE | $345 | $709-51.3% | $1,219-71.7% | $2,343-85.3% |
| Participant deferral / active EE | $2,960 | $1,220+142.6% | $1,804+64.0% | $3,332-11.2% |
| Admin fee / account holder | $18,651 | $2,302+710.2% | $2,320+704.0% | $4,645+301.5% |