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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 | $108,641 | $64,890+67.4% | $134,172-19.0% | $67,986+59.8% |
| Participation rate | 30.8% | 48.5%-17.8pp | 72.5%-41.7pp | 57.2%-26.4pp |
| Annual return | 15.09% | 16.12%-1.0pp | 25.30%-10.2pp | 31.67%-16.6pp |
| Employer contribution / active EE | $815 | $1,360-40.0% | $3,420-76.2% | $2,019-59.6% |
| Participant deferral / active EE | $2,051 | $2,289-10.4% | $4,690-56.3% | $3,358-38.9% |
| Admin fee / account holder | $3,618 | $3,140+15.2% | $12,016-69.9% | $3,203+12.9% |