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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 | $123,382 | $76,834+60.6% | $108,359+13.9% | $87,485+41.0% |
| Participation rate | 32.1% | 61.7%-29.6pp | 70.1%-38.0pp | 68.9%-36.8pp |
| Annual return | 13.75% | 19.09%-5.3pp | 36.89%-23.1pp | 26.06%-12.3pp |
| Employer contribution / active EE | $818 | $1,556-47.4% | $2,399-65.9% | $2,596-68.5% |
| Participant deferral / active EE | $1,483 | $3,100-52.2% | $4,137-64.2% | $4,274-65.3% |
| Admin fee / account holder | $6,296 | $6,537-3.7% | $9,741-35.4% | $7,775-19.0% |