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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 | $123,475 | $76,834+60.7% | $108,359+14.0% | $87,485+41.1% |
| Participation rate | 37.5% | 61.7%-24.2pp | 70.1%-32.6pp | 68.9%-31.4pp |
| Annual return | 13.40% | 19.09%-5.7pp | 36.89%-23.5pp | 26.06%-12.7pp |
| Employer contribution / active EE | $461 | $1,556-70.4% | $2,399-80.8% | $2,596-82.3% |
| Participant deferral / active EE | $2,626 | $3,100-15.3% | $4,137-36.5% | $4,274-38.6% |
| Admin fee / account holder | $3,403 | $6,537-47.9% | $9,741-65.1% | $7,775-56.2% |