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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 | $117,706 | $69,977+68.2% | $108,582+8.4% | $62,881+87.2% |
| Participation rate | 58.5% | 72.9%-14.4pp | 79.6%-21.0pp | 69.3%-10.8pp |
| Annual return | 10.45% | 10.73%-0.3pp | -51.70%+62.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $821 | $2,135-61.5% | $3,758-78.1% | $2,281-64.0% |
| Participant deferral / active EE | $3,381 | $3,165+6.8% | $4,311-21.6% | $3,203+5.6% |
| Admin fee / account holder | $2,152 | $5,076-57.6% | $7,645-71.8% | $4,296-49.9% |