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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 | $109,593 | $55,713+96.7% | $75,901+44.4% | $72,975+50.2% |
| Participation rate | 55.6% | 61.1%-5.6pp | 69.3%-13.7pp | 69.5%-13.9pp |
| Annual return | 22.09% | 27.60%-5.5pp | 30.76%-8.7pp | 81.01%-58.9pp |
| Employer contribution / active EE | $447 | $1,687-73.5% | $2,501-82.1% | $2,440-81.7% |
| Participant deferral / active EE | $1,966 | $2,634-25.4% | $3,603-45.4% | $3,608-45.5% |
| Admin fee / account holder | $2,083 | $3,980-47.7% | $5,420-61.6% | $5,124-59.3% |