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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 | $68,880+56.1% | $120,580-10.8% | $80,959+32.8% |
| Participation rate | 36.7% | 61.7%-25.0pp | 72.0%-35.2pp | 67.7%-31.0pp |
| Annual return | 18.88% | 23.68%-4.8pp | 107.48%-88.6pp | 35.67%-16.8pp |
| Employer contribution / active EE | $545 | $2,066-73.6% | $3,469-84.3% | $2,757-80.2% |
| Participant deferral / active EE | $2,681 | $3,191-16.0% | $4,995-46.3% | $4,300-37.6% |
| Admin fee / account holder | $2,774 | $5,785-52.0% | $9,418-70.5% | $6,925-59.9% |