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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 | $78,105 | $65,246+19.7% | $98,716-20.9% | $67,986+14.9% |
| Participation rate | 41.1% | 51.4%-10.3pp | 69.3%-28.2pp | 57.2%-16.1pp |
| Annual return | 14.97% | 20.58%-5.6pp | 31.81%-16.8pp | 31.67%-16.7pp |
| Employer contribution / active EE | $669 | $1,042-35.8% | $2,279-70.6% | $2,019-66.9% |
| Participant deferral / active EE | $1,785 | $2,594-31.2% | $4,048-55.9% | $3,358-46.8% |
| Admin fee / account holder | $1,430 | $4,561-68.6% | $8,703-83.6% | $3,203-55.4% |