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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 | $115,681 | $67,602+71.1% | $82,312+40.5% | $70,126+65.0% |
| Participation rate | 23.1% | 72.8%-49.7pp | 76.9%-53.8pp | 69.5%-46.5pp |
| Annual return | 19.80% | 21.57%-1.8pp | 25.88%-6.1pp | 73.15%-53.4pp |
| Employer contribution / active EE | $877 | $1,755-50.0% | $2,428-63.9% | $2,343-62.6% |
| Participant deferral / active EE | $1,908 | $2,987-36.1% | $3,706-48.5% | $3,332-42.7% |
| Admin fee / account holder | $12,684 | $4,512+181.1% | $5,608+126.2% | $4,645+173.0% |