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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 | $111,636 | $78,520+42.2% | $96,576+15.6% | $82,448+35.4% |
| Participation rate | 51.4% | 77.7%-26.4pp | 81.4%-30.1pp | 68.1%-16.7pp |
| Annual return | 15.21% | 41.30%-26.1pp | 38.47%-23.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $188 | $2,630-92.8% | $3,553-94.7% | $2,551-92.6% |
| Participant deferral / active EE | $3,490 | $6,754-48.3% | $7,956-56.1% | $4,139-15.7% |
| Admin fee / account holder | $6,139 | $13,455-54.4% | $11,381-46.1% | $7,234-15.1% |