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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 | $117,543 | $73,787+59.3% | $98,716+19.1% | $82,448+42.6% |
| Participation rate | 30.8% | 61.4%-30.6pp | 69.3%-38.5pp | 68.1%-37.3pp |
| Annual return | 42.62% | 18.57%+24.1pp | 31.81%+10.8pp | 41.64%+1.0pp |
| Employer contribution / active EE | $914 | $1,511-39.5% | $2,279-59.9% | $2,551-64.2% |
| Participant deferral / active EE | $2,264 | $3,081-26.5% | $4,048-44.1% | $4,139-45.3% |
| Admin fee / account holder | $586 | $6,500-91.0% | $8,703-93.3% | $7,234-91.9% |