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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 | $115,488 | $76,551+50.9% | $123,894-6.8% | $62,881+83.7% |
| Participation rate | 37.0% | 73.0%-35.9pp | 81.4%-44.4pp | 69.3%-32.3pp |
| Annual return | 8.43% | 18.68%-10.2pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $667 | $2,882-76.9% | $4,617-85.6% | $2,281-70.8% |
| Participant deferral / active EE | $5,083 | $4,840+5.0% | $5,984-15.1% | $3,203+58.7% |
| Admin fee / account holder | $12,073 | $4,826+150.2% | $8,357+44.5% | $4,296+181.0% |