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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 | $141,330 | $72,269+95.6% | $101,271+39.6% | $79,852+77.0% |
| Participation rate | 46.7% | 68.5%-21.8pp | 75.8%-29.1pp | 69.6%-23.0pp |
| Annual return | 18.19% | 22.29%-4.1pp | 46.48%-28.3pp | 31.72%-13.5pp |
| Employer contribution / active EE | $987 | $2,692-63.3% | $3,660-73.0% | $2,471-60.1% |
| Participant deferral / active EE | $3,059 | $3,282-6.8% | $4,371-30.0% | $3,740-18.2% |
| Admin fee / account holder | $869 | $4,401-80.3% | $5,948-85.4% | $5,306-83.6% |