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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 | $73,787+67.3% | $98,716+25.1% | $82,448+49.8% |
| Participation rate | 37.5% | 61.4%-23.9pp | 69.3%-31.8pp | 68.1%-30.6pp |
| Annual return | 13.40% | 18.57%-5.2pp | 31.81%-18.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $461 | $1,511-69.5% | $2,279-79.8% | $2,551-81.9% |
| Participant deferral / active EE | $2,626 | $3,081-14.8% | $4,048-35.1% | $4,139-36.6% |
| Admin fee / account holder | $3,403 | $6,500-47.6% | $8,703-60.9% | $7,234-53.0% |