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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 | $128,316 | $72,273+77.5% | $101,275+26.7% | $79,856+60.7% |
| Participation rate | 22.6% | 68.5%-45.9pp | 75.8%-53.2pp | 69.6%-47.1pp |
| Annual return | 13.27% | 22.30%-9.0pp | 46.48%-33.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $875 | $2,691-67.5% | $3,660-76.1% | $2,471-64.6% |
| Participant deferral / active EE | $1,902 | $3,282-42.0% | $4,371-56.5% | $3,741-49.1% |
| Admin fee / account holder | $1,467 | $4,401-66.7% | $5,948-75.3% | $5,306-72.3% |