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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 | $119,942 | $81,504+47.2% | $102,437+17.1% | $80,959+48.2% |
| Participation rate | 33.3% | 66.9%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 17.15% | 25.60%-8.4pp | 24.95%-7.8pp | 35.67%-18.5pp |
| Employer contribution / active EE | $984 | $3,104-68.3% | $3,871-74.6% | $2,757-64.3% |
| Participant deferral / active EE | $2,874 | $3,871-25.7% | $5,060-43.2% | $4,300-33.2% |
| Admin fee / account holder | $7,119 | $6,719+5.9% | $8,388-15.1% | $6,925+2.8% |