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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 | $116,150 | $75,541+53.8% | $152,093-23.6% | $82,637+40.6% |
| Participation rate | 33.3% | 66.5%-33.2pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 15.75% | 32.56%-16.8pp | 66.36%-50.6pp | 53.51%-37.8pp |
| Employer contribution / active EE | $797 | $2,622-69.6% | $4,175-80.9% | $2,552-68.8% |
| Participant deferral / active EE | $1,358 | $3,206-57.6% | $5,451-75.1% | $4,126-67.1% |
| Admin fee / account holder | $9,470 | $6,405+47.9% | $14,497-34.7% | $7,339+29.0% |