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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 | $116,474 | $70,486+65.2% | $100,528+15.9% | $79,852+45.9% |
| Participation rate | 60.7% | 73.6%-12.9pp | 79.4%-18.7pp | 69.6%-8.9pp |
| Annual return | 19.51% | 21.90%-2.4pp | 30.90%-11.4pp | 31.72%-12.2pp |
| Employer contribution / active EE | $906 | $2,165-58.1% | $3,419-73.5% | $2,471-63.3% |
| Participant deferral / active EE | $3,261 | $5,182-37.1% | $6,271-48.0% | $3,740-12.8% |
| Admin fee / account holder | $2,182 | $4,480-51.3% | $8,084-73.0% | $5,306-58.9% |