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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 | $123,538 | $62,592+97.4% | $85,709+44.1% | $85,847+43.9% |
| Participation rate | 25.5% | 61.1%-35.6pp | 69.9%-44.4pp | 69.3%-43.8pp |
| Annual return | 19.58% | 23.77%-4.2pp | 21.49%-1.9pp | 318.61%-299.0pp |
| Employer contribution / active EE | $847 | $1,755-51.7% | $2,619-67.6% | $2,565-67.0% |
| Participant deferral / active EE | $2,178 | $2,802-22.3% | $3,924-44.5% | $3,952-44.9% |
| Admin fee / account holder | $2,815 | $4,643-39.4% | $6,876-59.1% | $6,261-55.0% |