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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 | $107,588 | $58,848+82.8% | $88,179+22.0% | $82,637+30.2% |
| Participation rate | 25.4% | 57.9%-32.5pp | 69.1%-43.7pp | 68.1%-42.6pp |
| Annual return | 19.42% | 22.76%-3.3pp | 64.97%-45.5pp | 53.51%-34.1pp |
| Employer contribution / active EE | $924 | $1,678-45.0% | $2,549-63.8% | $2,552-63.8% |
| Participant deferral / active EE | $3,284 | $3,124+5.1% | $4,614-28.8% | $4,126-20.4% |
| Admin fee / account holder | $5,283 | $4,795+10.2% | $7,673-31.1% | $7,339-28.0% |