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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 | $115,785 | $65,034+78.0% | $90,970+27.3% | $79,856+45.0% |
| Participation rate | 28.2% | 61.6%-33.4pp | 69.0%-40.8pp | 69.6%-41.4pp |
| Annual return | 27.06% | 30.45%-3.4pp | 134.60%-107.5pp | 31.71%-4.7pp |
| Employer contribution / active EE | $752 | $1,247-39.8% | $2,122-64.6% | $2,471-69.6% |
| Participant deferral / active EE | $2,088 | $2,512-16.9% | $3,373-38.1% | $3,741-44.2% |
| Admin fee / account holder | $861 | $4,536-81.0% | $5,961-85.6% | $5,306-83.8% |