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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 | $109,495 | $47,848+128.8% | $81,473+34.4% | $70,126+56.1% |
| Participation rate | 33.3% | 58.3%-24.9pp | 68.0%-34.6pp | 69.5%-36.2pp |
| Annual return | 17.27% | 27.25%-10.0pp | 38.78%-21.5pp | 73.15%-55.9pp |
| Employer contribution / active EE | $627 | $1,527-58.9% | $2,568-75.6% | $2,343-73.2% |
| Participant deferral / active EE | $3,348 | $2,453+36.5% | $3,537-5.3% | $3,332+0.5% |
| Admin fee / account holder | $392 | $3,145-87.5% | $4,561-91.4% | $4,645-91.6% |