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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 | $105,606 | $57,590+83.4% | $86,233+22.5% | $82,448+28.1% |
| Participation rate | 16.9% | 57.9%-40.9pp | 69.0%-52.1pp | 68.1%-51.1pp |
| Annual return | 17.11% | 22.41%-5.3pp | 61.39%-44.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $554 | $1,655-66.5% | $2,504-77.9% | $2,551-78.3% |
| Participant deferral / active EE | $1,416 | $3,080-54.0% | $4,559-68.9% | $4,139-65.8% |
| Admin fee / account holder | $1,654 | $4,730-65.0% | $8,342-80.2% | $7,234-77.1% |