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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 | $59,440+103.8% | $78,004+55.3% | $82,637+46.6% |
| Participation rate | 23.7% | 62.8%-39.1pp | 69.4%-45.7pp | 68.1%-44.3pp |
| Annual return | 19.21% | 40.24%-21.0pp | 31.07%-11.9pp | 53.51%-34.3pp |
| Employer contribution / active EE | $919 | $1,750-47.5% | $2,469-62.8% | $2,552-64.0% |
| Participant deferral / active EE | $2,658 | $3,138-15.3% | $4,092-35.1% | $4,126-35.6% |
| Admin fee / account holder | $1,226 | $5,504-77.7% | $7,578-83.8% | $7,339-83.3% |