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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 | $101,763 | $72,272+40.8% | $101,264+0.5% | $79,858+27.4% |
| Participation rate | 37.1% | 68.5%-31.4pp | 75.8%-38.7pp | 69.6%-32.6pp |
| Annual return | 21.98% | 22.30%-0.3pp | 46.48%-24.5pp | 31.72%-9.7pp |
| Employer contribution / active EE | $788 | $2,692-70.7% | $3,660-78.5% | $2,471-68.1% |
| Participant deferral / active EE | $1,803 | $3,282-45.1% | $4,370-58.7% | $3,740-51.8% |
| Admin fee / account holder | $767 | $4,401-82.6% | $5,947-87.1% | $5,306-85.5% |