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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 | $115,201 | $59,839+92.5% | $81,991+40.5% | $79,852+44.3% |
| Participation rate | 44.0% | 61.6%-17.6pp | 69.3%-25.3pp | 69.6%-25.6pp |
| Annual return | 14.35% | 17.56%-3.2pp | 41.31%-27.0pp | 31.72%-17.4pp |
| Employer contribution / active EE | $858 | $1,713-49.9% | $2,498-65.6% | $2,471-65.3% |
| Participant deferral / active EE | $2,773 | $2,695+2.9% | $3,722-25.5% | $3,740-25.9% |
| Admin fee / account holder | $6,160 | $4,287+43.7% | $5,665+8.7% | $5,306+16.1% |