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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 | $105,094 | $37,436+180.7% | $77,513+35.6% | $79,858+31.6% |
| Participation rate | 18.8% | 41.5%-22.8pp | 54.2%-35.4pp | 69.6%-50.9pp |
| Annual return | 18.80% | 39.75%-21.0pp | 54.81%-36.0pp | 31.72%-12.9pp |
| Employer contribution / active EE | $522 | $637-18.0% | $987-47.0% | $2,471-78.9% |
| Participant deferral / active EE | $1,680 | $1,261+33.2% | $1,861-9.7% | $3,740-55.1% |
| Admin fee / account holder | $1,004 | $2,505-59.9% | $2,859-64.9% | $5,306-81.1% |