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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 | $121,593 | $81,334+49.5% | $113,397+7.2% | $64,097+89.7% |
| Participation rate | 20.3% | 65.6%-45.4pp | 76.5%-56.2pp | 55.2%-34.9pp |
| Annual return | 16.06% | 32.50%-16.4pp | 23.20%-7.1pp | 34.64%-18.6pp |
| Employer contribution / active EE | $690 | $2,077-66.8% | $2,977-76.8% | $1,891-63.5% |
| Participant deferral / active EE | $1,934 | $3,795-49.0% | $5,076-61.9% | $3,080-37.2% |
| Admin fee / account holder | $2,795 | $4,208-33.6% | $11,957-76.6% | $3,454-19.1% |