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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 | $103,318 | $36,948+179.6% | $73,658+40.3% | $87,485+18.1% |
| Participation rate | 18.5% | 46.8%-28.3pp | 57.0%-38.5pp | 68.9%-50.4pp |
| Annual return | 19.12% | 28.64%-9.5pp | 29.72%-10.6pp | 26.06%-6.9pp |
| Employer contribution / active EE | $677 | $670+1.1% | $1,032-34.4% | $2,596-73.9% |
| Participant deferral / active EE | $3,001 | $1,379+117.6% | $2,062+45.5% | $4,274-29.8% |
| Admin fee / account holder | $453 | $2,531-82.1% | $3,357-86.5% | $7,775-94.2% |