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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 | $110,371 | $67,602+63.3% | $82,312+34.1% | $70,126+57.4% |
| Participation rate | 53.7% | 72.8%-19.1pp | 76.9%-23.2pp | 69.5%-15.8pp |
| Annual return | 13.76% | 21.57%-7.8pp | 25.88%-12.1pp | 73.15%-59.4pp |
| Employer contribution / active EE | $741 | $1,755-57.8% | $2,428-69.5% | $2,343-68.4% |
| Participant deferral / active EE | $3,032 | $2,987+1.5% | $3,706-18.2% | $3,332-9.0% |
| Admin fee / account holder | $8,482 | $4,512+88.0% | $5,608+51.2% | $4,645+82.6% |