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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 | $123,457 | $78,670+56.9% | $109,173+13.1% | $85,847+43.8% |
| Participation rate | 37.3% | 68.3%-31.0pp | 75.9%-38.6pp | 69.3%-32.0pp |
| Annual return | 12.83% | 25.09%-12.3pp | 25.75%-12.9pp | 318.61%-305.8pp |
| Employer contribution / active EE | $698 | $2,734-74.5% | $3,723-81.3% | $2,565-72.8% |
| Participant deferral / active EE | $2,855 | $3,467-17.7% | $4,654-38.7% | $3,952-27.8% |
| Admin fee / account holder | $8,678 | $5,469+58.7% | $6,755+28.5% | $6,261+38.6% |