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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 | $135,927 | $36,948+267.9% | $73,658+84.5% | $87,485+55.4% |
| Participation rate | 34.8% | 46.8%-12.0pp | 57.0%-22.2pp | 68.9%-34.1pp |
| Annual return | 19.55% | 28.64%-9.1pp | 29.72%-10.2pp | 26.06%-6.5pp |
| Employer contribution / active EE | $742 | $670+10.7% | $1,032-28.2% | $2,596-71.4% |
| Participant deferral / active EE | $2,104 | $1,379+52.5% | $2,062+2.0% | $4,274-50.8% |
| Admin fee / account holder | $1,567 | $2,531-38.1% | $3,357-53.3% | $7,775-79.8% |