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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 | $121,116 | $58,627+106.6% | $76,735+57.8% | $82,448+46.9% |
| Participation rate | 23.7% | 63.2%-39.5pp | 69.5%-45.8pp | 68.1%-44.3pp |
| Annual return | 19.21% | 39.10%-19.9pp | 29.77%-10.6pp | 41.64%-22.4pp |
| Employer contribution / active EE | $919 | $1,729-46.9% | $2,454-62.6% | $2,551-64.0% |
| Participant deferral / active EE | $2,658 | $3,134-15.2% | $4,088-35.0% | $4,139-35.8% |
| Admin fee / account holder | $1,226 | $5,323-77.0% | $7,189-83.0% | $7,234-83.1% |