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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 | $103,689 | $56,544+83.4% | $75,501+37.3% | $70,126+47.9% |
| Participation rate | 37.0% | 68.1%-31.1pp | 72.4%-35.3pp | 69.5%-32.5pp |
| Annual return | 12.34% | 23.59%-11.2pp | 27.35%-15.0pp | 73.15%-60.8pp |
| Employer contribution / active EE | $516 | $1,817-71.6% | $2,352-78.1% | $2,343-78.0% |
| Participant deferral / active EE | $1,904 | $2,580-26.2% | $3,142-39.4% | $3,332-42.8% |
| Admin fee / account holder | $21,922 | $3,827+472.9% | $5,801+277.9% | $4,645+371.9% |