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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 | $109,538 | $73,787+48.5% | $98,716+11.0% | $82,448+32.9% |
| Participation rate | 16.7% | 61.4%-44.7pp | 69.3%-52.6pp | 68.1%-51.4pp |
| Annual return | 20.19% | 18.57%+1.6pp | 31.81%-11.6pp | 41.64%-21.4pp |
| Employer contribution / active EE | $407 | $1,511-73.1% | $2,279-82.2% | $2,551-84.1% |
| Participant deferral / active EE | $1,339 | $3,081-56.6% | $4,048-66.9% | $4,139-67.7% |
| Admin fee / account holder | $1,441 | $6,500-77.8% | $8,703-83.4% | $7,234-80.1% |