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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 | $138,806 | $63,845+117.4% | $81,370+70.6% | $80,959+71.5% |
| Participation rate | 47.8% | 63.9%-16.1pp | 69.5%-21.7pp | 67.7%-19.8pp |
| Annual return | 12.96% | 16.37%-3.4pp | 24.85%-11.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $906 | $1,980-54.2% | $2,464-63.2% | $2,757-67.1% |
| Participant deferral / active EE | $2,143 | $3,093-30.7% | $3,885-44.9% | $4,300-50.2% |
| Admin fee / account holder | $1,664 | $5,688-70.8% | $5,749-71.1% | $6,925-76.0% |