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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 | $121,380 | $57,590+110.8% | $86,233+40.8% | $82,448+47.2% |
| Participation rate | 9.9% | 57.9%-48.0pp | 69.0%-59.1pp | 68.1%-58.2pp |
| Annual return | 18.61% | 22.41%-3.8pp | 61.39%-42.8pp | 41.64%-23.0pp |
| Employer contribution / active EE | $681 | $1,655-58.9% | $2,504-72.8% | $2,551-73.3% |
| Participant deferral / active EE | $1,543 | $3,080-49.9% | $4,559-66.1% | $4,139-62.7% |
| Admin fee / account holder | $1,251 | $4,730-73.6% | $8,342-85.0% | $7,234-82.7% |