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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 | $108,769 | $94,439+15.2% | $73,658+47.7% | $154,746-29.7% |
| Participation rate | 20.0% | 64.7%-44.7pp | 57.0%-37.0pp | 80.7%-60.7pp |
| Annual return | 22.03% | 28.25%-6.2pp | 29.72%-7.7pp | 172.34%-150.3pp |
| Employer contribution / active EE | $541 | $1,257-57.0% | $1,032-47.6% | $4,379-87.7% |
| Participant deferral / active EE | $2,360 | $2,527-6.6% | $2,062+14.5% | $6,730-64.9% |
| Admin fee / account holder | $3,096 | $3,843-19.4% | $3,357-7.8% | $14,365-78.5% |