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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 | $108,093 | $81,331+32.9% | $155,534-30.5% | $80,935+33.6% |
| Participation rate | 24.6% | 66.3%-41.7pp | 78.2%-53.7pp | 67.7%-43.1pp |
| Annual return | 12.08% | 33.37%-21.3pp | 64.92%-52.8pp | 35.66%-23.6pp |
| Employer contribution / active EE | $644 | $3,105-79.3% | $4,675-86.2% | $2,757-76.7% |
| Participant deferral / active EE | $2,915 | $3,454-15.6% | $5,630-48.2% | $4,299-32.2% |
| Admin fee / account holder | $1,653 | $7,999-79.3% | $15,900-89.6% | $6,924-76.1% |