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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 | $115,588 | $47,848+141.6% | $81,473+41.9% | $70,124+64.8% |
| Participation rate | 25.5% | 58.3%-32.8pp | 68.0%-42.5pp | 69.5%-44.1pp |
| Annual return | 16.08% | 27.25%-11.2pp | 38.78%-22.7pp | 73.14%-57.1pp |
| Employer contribution / active EE | $820 | $1,527-46.3% | $2,568-68.1% | $2,342-65.0% |
| Participant deferral / active EE | $1,635 | $2,453-33.3% | $3,537-53.8% | $3,332-50.9% |
| Admin fee / account holder | $5,150 | $3,145+63.8% | $4,561+12.9% | $4,645+10.9% |