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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 | $120,792 | $63,114+91.4% | $92,909+30.0% | $65,185+85.3% |
| Participation rate | 25.0% | 68.8%-43.8pp | 76.0%-51.0pp | 70.2%-45.2pp |
| Annual return | 21.84% | 28.75%-6.9pp | 109.44%-87.6pp | 29.38%-7.5pp |
| Employer contribution / active EE | $852 | $2,571-66.9% | $3,653-76.7% | $2,177-60.9% |
| Participant deferral / active EE | $1,743 | $3,108-43.9% | $4,238-58.9% | $3,514-50.4% |
| Admin fee / account holder | $2,408 | $624+286.2% | $5,795-58.4% | $847+184.3% |