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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 | $136,407 | $69,383+96.6% | $101,271+34.7% | $73,493+85.6% |
| Participation rate | 24.3% | 68.4%-44.0pp | 75.8%-51.5pp | 70.7%-46.4pp |
| Annual return | 16.87% | 18.46%-1.6pp | 46.48%-29.6pp | 28.51%-11.6pp |
| Employer contribution / active EE | $937 | $2,628-64.3% | $3,660-74.4% | $2,270-58.7% |
| Participant deferral / active EE | $2,096 | $3,301-36.5% | $4,371-52.0% | $3,740-44.0% |
| Admin fee / account holder | $2,017 | $704+186.6% | $5,948-66.1% | $513+293.1% |