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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 | $122,197 | $78,672+55.3% | $109,163+11.9% | $85,856+42.3% |
| Participation rate | 30.5% | 68.3%-37.8pp | 75.9%-45.4pp | 69.3%-38.8pp |
| Annual return | 12.08% | 25.09%-13.0pp | 25.75%-13.7pp | 318.58%-306.5pp |
| Employer contribution / active EE | $1,031 | $2,734-62.3% | $3,723-72.3% | $2,565-59.8% |
| Participant deferral / active EE | $2,172 | $3,467-37.4% | $4,654-53.3% | $3,952-45.0% |
| Admin fee / account holder | $827 | $5,470-84.9% | $6,754-87.8% | $6,261-86.8% |