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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 | $109,003 | $81,358+34.0% | $155,556-29.9% | $80,959+34.6% |
| Participation rate | 25.8% | 66.3%-40.5pp | 78.2%-52.4pp | 67.7%-41.9pp |
| Annual return | 14.79% | 33.39%-18.6pp | 64.84%-50.0pp | 35.67%-20.9pp |
| Employer contribution / active EE | $540 | $3,106-82.6% | $4,675-88.5% | $2,757-80.4% |
| Participant deferral / active EE | $1,744 | $3,455-49.5% | $5,631-69.0% | $4,300-59.4% |
| Admin fee / account holder | $1,377 | $7,994-82.8% | $15,885-91.3% | $6,925-80.1% |