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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 | $106,871 | $36,948+189.2% | $73,658+45.1% | $87,485+22.2% |
| Participation rate | 27.9% | 46.8%-18.9pp | 57.0%-29.1pp | 68.9%-41.0pp |
| Annual return | 16.44% | 28.64%-12.2pp | 29.72%-13.3pp | 26.06%-9.6pp |
| Employer contribution / active EE | $1,192 | $670+77.9% | $1,032+15.4% | $2,596-54.1% |
| Participant deferral / active EE | $2,779 | $1,379+101.5% | $2,062+34.8% | $4,274-35.0% |
| Admin fee / account holder | $2,447 | $2,531-3.3% | $3,357-27.1% | $7,775-68.5% |