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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 | $106,394 | $67,894+56.7% | $89,340+19.1% | $82,448+29.0% |
| Participation rate | 22.0% | 64.0%-42.1pp | 69.6%-47.6pp | 68.1%-46.1pp |
| Annual return | 15.13% | 19.21%-4.1pp | 20.57%-5.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $543 | $1,828-70.3% | $2,231-75.7% | $2,551-78.7% |
| Participant deferral / active EE | $1,561 | $3,072-49.2% | $3,823-59.2% | $4,139-62.3% |
| Admin fee / account holder | $1,381 | $5,723-75.9% | $6,704-79.4% | $7,234-80.9% |