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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 | $105,060 | $59,839+75.6% | $81,991+28.1% | $79,852+31.6% |
| Participation rate | 32.6% | 61.6%-29.1pp | 69.3%-36.7pp | 69.6%-37.1pp |
| Annual return | 13.23% | 17.56%-4.3pp | 41.31%-28.1pp | 31.72%-18.5pp |
| Employer contribution / active EE | $824 | $1,713-51.9% | $2,498-67.0% | $2,471-66.6% |
| Participant deferral / active EE | $1,463 | $2,695-45.7% | $3,722-60.7% | $3,740-60.9% |
| Admin fee / account holder | $1,104 | $4,287-74.2% | $5,665-80.5% | $5,306-79.2% |