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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 | $109,284 | $56,894+92.1% | $84,753+28.9% | $62,881+73.8% |
| Participation rate | 17.1% | 68.5%-51.4pp | 76.6%-59.5pp | 69.3%-52.2pp |
| Annual return | 8.22% | 6.30%+1.9pp | 22.78%-14.6pp | 20.14%-11.9pp |
| Employer contribution / active EE | $566 | $2,400-76.4% | $3,574-84.2% | $2,281-75.2% |
| Participant deferral / active EE | $1,670 | $2,709-38.4% | $3,712-55.0% | $3,203-47.9% |
| Admin fee / account holder | $1,123 | $3,581-68.6% | $5,333-78.9% | $4,296-73.8% |