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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 | $109,915 | $73,787+49.0% | $98,716+11.3% | $82,448+33.3% |
| Participation rate | 32.6% | 61.4%-28.8pp | 69.3%-36.7pp | 68.1%-35.5pp |
| Annual return | 14.05% | 18.57%-4.5pp | 31.81%-17.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $685 | $1,511-54.7% | $2,279-69.9% | $2,551-73.1% |
| Participant deferral / active EE | $1,579 | $3,081-48.7% | $4,048-61.0% | $4,139-61.8% |
| Admin fee / account holder | $5,095 | $6,500-21.6% | $8,703-41.5% | $7,234-29.6% |