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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 | $114,206 | $68,607+66.5% | $147,027-22.3% | $64,340+77.5% |
| Participation rate | 21.7% | 50.4%-28.7pp | 73.7%-52.0pp | 55.2%-33.5pp |
| Annual return | 17.76% | 13.75%+4.0pp | 20.23%-2.5pp | 24.14%-6.4pp |
| Employer contribution / active EE | $936 | $1,554-39.8% | $3,626-74.2% | $1,862-49.7% |
| Participant deferral / active EE | $1,701 | $2,402-29.2% | $4,933-65.5% | $2,980-42.9% |
| Admin fee / account holder | $2,085 | $3,287-36.6% | $12,223-82.9% | $3,703-43.7% |