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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 | $113,056 | $72,492+56.0% | $87,104+29.8% | $72,975+54.9% |
| Participation rate | 48.3% | 72.8%-24.5pp | 76.9%-28.6pp | 69.5%-21.2pp |
| Annual return | 22.61% | 24.46%-1.9pp | 28.19%-5.6pp | 81.01%-58.4pp |
| Employer contribution / active EE | $776 | $1,894-59.0% | $2,521-69.2% | $2,440-68.2% |
| Participant deferral / active EE | $2,508 | $3,270-23.3% | $4,048-38.0% | $3,608-30.5% |
| Admin fee / account holder | $390 | $5,055-92.3% | $7,491-94.8% | $5,124-92.4% |