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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 | $112,588 | $54,763+105.6% | $90,324+24.6% | $72,976+54.3% |
| Participation rate | 36.4% | 65.2%-28.8pp | 73.3%-36.9pp | 69.5%-33.1pp |
| Annual return | 21.80% | 30.63%-8.8pp | 78.15%-56.4pp | 81.02%-59.2pp |
| Employer contribution / active EE | $873 | $2,093-58.3% | $2,856-69.4% | $2,440-64.2% |
| Participant deferral / active EE | $2,076 | $2,887-28.1% | $3,885-46.6% | $3,608-42.4% |
| Admin fee / account holder | $3,435 | $3,973-13.6% | $5,356-35.9% | $5,124-33.0% |