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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 | $105,979 | $65,364+62.1% | $92,909+14.1% | $72,975+45.2% |
| Participation rate | 35.8% | 68.3%-32.5pp | 76.0%-40.2pp | 69.5%-33.7pp |
| Annual return | 18.85% | 42.11%-23.3pp | 109.44%-90.6pp | 81.01%-62.2pp |
| Employer contribution / active EE | $871 | $2,594-66.4% | $3,653-76.2% | $2,440-64.3% |
| Participant deferral / active EE | $2,800 | $3,128-10.5% | $4,238-33.9% | $3,608-22.4% |
| Admin fee / account holder | $12,714 | $4,251+199.1% | $5,795+119.4% | $5,124+148.1% |