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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 | $111,461 | $71,215+56.5% | $93,696+19.0% | $80,935+37.7% |
| Participation rate | 20.5% | 60.4%-39.9pp | 68.7%-48.2pp | 67.7%-47.1pp |
| Annual return | 17.16% | 11.27%+5.9pp | 133.74%-116.6pp | 35.66%-18.5pp |
| Employer contribution / active EE | $669 | $1,565-57.3% | $2,422-72.4% | $2,757-75.7% |
| Participant deferral / active EE | $2,751 | $4,037-31.8% | $4,417-37.7% | $4,299-36.0% |
| Admin fee / account holder | $4,714 | $6,958-32.2% | $8,287-43.1% | $6,924-31.9% |