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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 | $103,139 | $59,839+72.4% | $81,988+25.8% | $79,858+29.2% |
| Participation rate | 34.7% | 61.6%-27.0pp | 69.3%-34.6pp | 69.6%-35.0pp |
| Annual return | 14.61% | 17.56%-2.9pp | 41.31%-26.7pp | 31.72%-17.1pp |
| Employer contribution / active EE | $789 | $1,713-53.9% | $2,498-68.4% | $2,471-68.0% |
| Participant deferral / active EE | $1,893 | $2,695-29.8% | $3,722-49.1% | $3,740-49.4% |
| Admin fee / account holder | $1,183 | $4,287-72.4% | $5,665-79.1% | $5,306-77.7% |