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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 | $102,563 | $87,166+17.7% | $76,735+33.7% | $137,256-25.3% |
| Participation rate | 30.8% | 74.4%-43.6pp | 69.5%-38.7pp | 80.0%-49.2pp |
| Annual return | 15.95% | 26.50%-10.5pp | 29.77%-13.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $878 | $2,904-69.8% | $2,454-64.2% | $4,156-78.9% |
| Participant deferral / active EE | $3,269 | $4,726-30.8% | $4,088-20.0% | $6,407-49.0% |
| Admin fee / account holder | $9,550 | $8,403+13.7% | $7,189+32.8% | $12,270-22.2% |