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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 | $103,971 | $72,269+43.9% | $101,271+2.7% | $79,852+30.2% |
| Participation rate | 57.1% | 68.5%-11.3pp | 75.8%-18.7pp | 69.6%-12.5pp |
| Annual return | 19.12% | 22.29%-3.2pp | 46.48%-27.4pp | 31.72%-12.6pp |
| Employer contribution / active EE | $614 | $2,692-77.2% | $3,660-83.2% | $2,471-75.1% |
| Participant deferral / active EE | $2,457 | $3,282-25.1% | $4,371-43.8% | $3,740-34.3% |
| Admin fee / account holder | $8,606 | $4,401+95.6% | $5,948+44.7% | $5,306+62.2% |