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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 | $104,706 | $48,011+118.1% | $63,803+64.1% | $82,637+26.7% |
| Participation rate | 22.6% | 66.6%-43.9pp | 72.7%-50.1pp | 68.1%-45.4pp |
| Annual return | 20.41% | 19.84%+0.6pp | 543.72%-523.3pp | 53.51%-33.1pp |
| Employer contribution / active EE | $627 | $1,904-67.0% | $2,532-75.2% | $2,552-75.4% |
| Participant deferral / active EE | $1,675 | $2,846-41.2% | $3,843-56.4% | $4,126-59.4% |
| Admin fee / account holder | $542 | $3,873-86.0% | $5,196-89.6% | $7,339-92.6% |