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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 | $116,381 | $68,880+69.0% | $120,580-3.5% | $80,959+43.8% |
| Participation rate | 52.6% | 61.7%-9.1pp | 72.0%-19.3pp | 67.7%-15.0pp |
| Annual return | 27.79% | 23.68%+4.1pp | 107.48%-79.7pp | 35.67%-7.9pp |
| Employer contribution / active EE | $749 | $2,066-63.7% | $3,469-78.4% | $2,757-72.8% |
| Participant deferral / active EE | $2,083 | $3,191-34.7% | $4,995-58.3% | $4,300-51.6% |
| Admin fee / account holder | $10,048 | $5,785+73.7% | $9,418+6.7% | $6,925+45.1% |