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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 | $115,295 | $54,757+110.6% | $90,304+27.7% | $72,975+58.0% |
| Participation rate | 39.0% | 65.2%-26.1pp | 73.3%-34.2pp | 69.5%-30.5pp |
| Annual return | 19.55% | 30.63%-11.1pp | 78.13%-58.6pp | 81.01%-61.5pp |
| Employer contribution / active EE | $933 | $2,093-55.4% | $2,855-67.3% | $2,440-61.8% |
| Participant deferral / active EE | $1,702 | $2,887-41.1% | $3,885-56.2% | $3,608-52.8% |
| Admin fee / account holder | $847 | $3,973-78.7% | $5,354-84.2% | $5,124-83.5% |