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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 | $113,035 | $59,839+88.9% | $81,991+37.9% | $79,852+41.6% |
| Participation rate | 52.0% | 61.6%-9.6pp | 69.3%-17.3pp | 69.6%-17.6pp |
| Annual return | 13.61% | 17.56%-4.0pp | 41.31%-27.7pp | 31.72%-18.1pp |
| Employer contribution / active EE | $405 | $1,713-76.4% | $2,498-83.8% | $2,471-83.6% |
| Participant deferral / active EE | $2,950 | $2,695+9.4% | $3,722-20.8% | $3,740-21.1% |
| Admin fee / account holder | $803 | $4,287-81.3% | $5,665-85.8% | $5,306-84.9% |