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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 | $120,657 | $73,978+63.1% | $96,515+25.0% | $75,173+60.5% |
| Participation rate | 32.8% | 66.4%-33.6pp | 74.3%-41.6pp | 67.2%-34.4pp |
| Annual return | 14.38% | 26.72%-12.3pp | 35.73%-21.3pp | 160.72%-146.3pp |
| Employer contribution / active EE | $824 | $2,931-71.9% | $3,740-78.0% | $2,671-69.2% |
| Participant deferral / active EE | $2,189 | $3,660-40.2% | $4,880-55.1% | $4,126-46.9% |
| Admin fee / account holder | $1,847 | $5,219-64.6% | $6,735-72.6% | $5,651-67.3% |