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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 | $81,276+34.1% | $155,574-29.9% | $80,925+34.7% |
| Participation rate | 25.8% | 66.2%-40.4pp | 78.2%-52.4pp | 67.7%-41.9pp |
| Annual return | 14.79% | 33.36%-18.6pp | 64.87%-50.1pp | 35.65%-20.9pp |
| Employer contribution / active EE | $540 | $3,103-82.6% | $4,676-88.5% | $2,756-80.4% |
| Participant deferral / active EE | $1,744 | $3,453-49.5% | $5,629-69.0% | $4,299-59.4% |
| Admin fee / account holder | $1,377 | $7,993-82.8% | $15,914-91.3% | $6,940-80.2% |