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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 | $118,295 | $75,541+56.6% | $152,093-22.2% | $82,637+43.1% |
| Participation rate | 25.0% | 66.5%-41.5pp | 77.8%-52.8pp | 68.1%-43.1pp |
| Annual return | 13.60% | 32.56%-19.0pp | 66.36%-52.8pp | 53.51%-39.9pp |
| Employer contribution / active EE | $904 | $2,622-65.5% | $4,175-78.3% | $2,552-64.6% |
| Participant deferral / active EE | $2,918 | $3,206-9.0% | $5,451-46.5% | $4,126-29.3% |
| Admin fee / account holder | $5,989 | $6,405-6.5% | $14,497-58.7% | $7,339-18.4% |