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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 | $114,572 | $70,418+62.7% | $96,570+18.6% | $85,847+33.5% |
| Participation rate | 24.2% | 61.8%-37.6pp | 69.8%-45.6pp | 69.3%-45.1pp |
| Annual return | 14.42% | 18.59%-4.2pp | 37.79%-23.4pp | 318.61%-304.2pp |
| Employer contribution / active EE | $902 | $1,413-36.2% | $2,357-61.7% | $2,565-64.8% |
| Participant deferral / active EE | $2,473 | $2,894-14.5% | $3,849-35.7% | $3,952-37.4% |
| Admin fee / account holder | $2,453 | $4,995-50.9% | $6,182-60.3% | $6,261-60.8% |