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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 | $123,116 | $58,627+110.0% | $76,735+60.4% | $82,448+49.3% |
| Participation rate | 29.5% | 63.2%-33.7pp | 69.5%-40.0pp | 68.1%-38.6pp |
| Annual return | 16.03% | 39.10%-23.1pp | 29.77%-13.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $635 | $1,729-63.3% | $2,454-74.1% | $2,551-75.1% |
| Participant deferral / active EE | $1,788 | $3,134-43.0% | $4,088-56.3% | $4,139-56.8% |
| Admin fee / account holder | $3,367 | $5,323-36.7% | $7,189-53.2% | $7,234-53.5% |