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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 | $103,234 | $58,851+75.4% | $115,170-10.4% | $72,983+41.4% |
| Participation rate | 26.7% | 65.5%-38.9pp | 75.9%-49.2pp | 69.5%-42.8pp |
| Annual return | 21.42% | 23.16%-1.7pp | 35.60%-14.2pp | 81.01%-59.6pp |
| Employer contribution / active EE | $533 | $1,798-70.3% | $3,179-83.2% | $2,440-78.1% |
| Participant deferral / active EE | $1,169 | $2,643-55.8% | $4,169-72.0% | $3,608-67.6% |
| Admin fee / account holder | $14,152 | $6,370+122.2% | $7,089+99.6% | $5,124+176.2% |