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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 | $115,271 | $72,269+59.5% | $101,271+13.8% | $79,852+44.4% |
| Participation rate | 24.1% | 68.5%-44.4pp | 75.8%-51.8pp | 69.6%-45.6pp |
| Annual return | 17.66% | 22.29%-4.6pp | 46.48%-28.8pp | 31.72%-14.1pp |
| Employer contribution / active EE | $758 | $2,692-71.8% | $3,660-79.3% | $2,471-69.3% |
| Participant deferral / active EE | $2,301 | $3,282-29.9% | $4,371-47.4% | $3,740-38.5% |
| Admin fee / account holder | $377 | $4,401-91.4% | $5,948-93.7% | $5,306-92.9% |