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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 | $114,504 | $59,804+91.5% | $81,982+39.7% | $79,856+43.4% |
| Participation rate | 25.5% | 61.6%-36.2pp | 69.3%-43.8pp | 69.6%-44.2pp |
| Annual return | 19.35% | 17.56%+1.8pp | 41.31%-22.0pp | 31.71%-12.4pp |
| Employer contribution / active EE | $705 | $1,713-58.8% | $2,498-71.8% | $2,471-71.5% |
| Participant deferral / active EE | $1,635 | $2,695-39.4% | $3,722-56.1% | $3,741-56.3% |
| Admin fee / account holder | $850 | $4,288-80.2% | $5,665-85.0% | $5,306-84.0% |