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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 | $121,221 | $72,027+68.3% | $185,861-34.8% | $79,856+51.8% |
| Participation rate | 23.3% | 65.8%-42.4pp | 78.0%-54.7pp | 69.6%-46.3pp |
| Annual return | 13.38% | 23.13%-9.7pp | 35.96%-22.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $743 | $1,965-62.2% | $4,088-81.8% | $2,471-69.9% |
| Participant deferral / active EE | $2,190 | $3,780-42.1% | $5,634-61.1% | $3,741-41.4% |
| Admin fee / account holder | $3,774 | $4,513-16.4% | $9,503-60.3% | $5,306-28.9% |