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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 | $77,574+59.1% | $108,753+13.5% | $86,983+41.8% |
| Participation rate | 32.1% | 62.3%-30.2pp | 71.1%-38.9pp | 69.5%-37.4pp |
| Annual return | 13.75% | 18.42%-4.7pp | 37.47%-23.7pp | 25.83%-12.1pp |
| Employer contribution / active EE | $818 | $1,611-49.2% | $2,427-66.3% | $2,584-68.3% |
| Participant deferral / active EE | $1,483 | $3,128-52.6% | $4,115-64.0% | $4,194-64.6% |
| Admin fee / account holder | $6,296 | $6,529-3.6% | $10,320-39.0% | $7,856-19.9% |