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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 | $76,834+42.6% | $108,359+1.1% | $87,485+25.2% |
| Participation rate | 16.7% | 61.7%-45.1pp | 70.1%-53.5pp | 68.9%-52.3pp |
| Annual return | 20.19% | 19.09%+1.1pp | 36.89%-16.7pp | 26.06%-5.9pp |
| Employer contribution / active EE | $407 | $1,556-73.9% | $2,399-83.1% | $2,596-84.3% |
| Participant deferral / active EE | $1,339 | $3,100-56.8% | $4,137-67.6% | $4,274-68.7% |
| Admin fee / account holder | $1,441 | $6,537-78.0% | $9,741-85.2% | $7,775-81.5% |