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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 | $117,784 | $65,027+81.1% | $90,970+29.5% | $79,852+47.5% |
| Participation rate | 52.5% | 61.6%-9.1pp | 69.0%-16.5pp | 69.6%-17.1pp |
| Annual return | 18.17% | 30.45%-12.3pp | 134.58%-116.4pp | 31.72%-13.5pp |
| Employer contribution / active EE | $568 | $1,247-54.5% | $2,122-73.2% | $2,471-77.0% |
| Participant deferral / active EE | $2,103 | $2,512-16.3% | $3,373-37.7% | $3,740-43.8% |
| Admin fee / account holder | $2,743 | $4,535-39.5% | $5,960-54.0% | $5,306-48.3% |