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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 | $105,325 | $47,848+120.1% | $81,473+29.3% | $70,126+50.2% |
| Participation rate | 53.7% | 58.3%-4.6pp | 68.0%-14.3pp | 69.5%-15.8pp |
| Annual return | 16.30% | 27.25%-10.9pp | 38.78%-22.5pp | 73.15%-56.8pp |
| Employer contribution / active EE | $642 | $1,527-58.0% | $2,568-75.0% | $2,343-72.6% |
| Participant deferral / active EE | $3,342 | $2,453+36.2% | $3,537-5.5% | $3,332+0.3% |
| Admin fee / account holder | $1,412 | $3,145-55.1% | $4,561-69.0% | $4,645-69.6% |