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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 | $103,848 | $56,544+83.7% | $75,501+37.5% | $70,126+48.1% |
| Participation rate | 38.1% | 68.1%-30.0pp | 72.4%-34.3pp | 69.5%-31.4pp |
| Annual return | 18.05% | 23.59%-5.5pp | 27.35%-9.3pp | 73.15%-55.1pp |
| Employer contribution / active EE | $909 | $1,817-50.0% | $2,352-61.4% | $2,343-61.2% |
| Participant deferral / active EE | $1,590 | $2,580-38.4% | $3,142-49.4% | $3,332-52.3% |
| Admin fee / account holder | $2,754 | $3,827-28.0% | $5,801-52.5% | $4,645-40.7% |