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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 | $107,545 | $68,852+56.2% | $120,524-10.8% | $80,925+32.9% |
| Participation rate | 36.7% | 61.6%-24.9pp | 71.9%-35.2pp | 67.7%-30.9pp |
| Annual return | 18.88% | 23.67%-4.8pp | 107.36%-88.5pp | 35.65%-16.8pp |
| Employer contribution / active EE | $545 | $2,063-73.6% | $3,469-84.3% | $2,756-80.2% |
| Participant deferral / active EE | $2,681 | $3,187-15.9% | $4,994-46.3% | $4,299-37.6% |
| Admin fee / account holder | $2,774 | $5,781-52.0% | $9,440-70.6% | $6,940-60.0% |