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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 | $112,411 | $58,493+92.2% | $84,023+33.8% | $72,976+54.0% |
| Participation rate | 14.3% | 61.2%-46.9pp | 69.0%-54.7pp | 69.5%-55.2pp |
| Annual return | 28.92% | 28.93%0pp | 71.32%-42.4pp | 81.02%-52.1pp |
| Employer contribution / active EE | $661 | $1,163-43.2% | $1,984-66.7% | $2,440-72.9% |
| Participant deferral / active EE | $1,095 | $2,394-54.3% | $3,239-66.2% | $3,608-69.7% |
| Admin fee / account holder | $1,791 | $4,569-60.8% | $6,102-70.7% | $5,124-65.1% |