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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 | $133,433 | $95,453+39.8% | $112,040+19.1% | $82,448+61.8% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.5%-43.2pp | 68.1%-34.7pp |
| Annual return | 12.80% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $904 | $2,318-61.0% | $2,954-69.4% | $2,551-64.6% |
| Participant deferral / active EE | $2,950 | $4,224-30.2% | $5,098-42.1% | $4,139-28.7% |
| Admin fee / account holder | $1,716 | $9,013-81.0% | $12,098-85.8% | $7,234-76.3% |