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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 | $108,865 | $58,493+86.1% | $84,023+29.6% | $72,976+49.2% |
| Participation rate | 20.2% | 61.2%-41.0pp | 69.0%-48.8pp | 69.5%-49.3pp |
| Annual return | 23.50% | 28.93%-5.4pp | 71.32%-47.8pp | 81.02%-57.5pp |
| Employer contribution / active EE | $470 | $1,163-59.6% | $1,984-76.3% | $2,440-80.7% |
| Participant deferral / active EE | $1,222 | $2,394-49.0% | $3,239-62.3% | $3,608-66.1% |
| Admin fee / account holder | $1,896 | $4,569-58.5% | $6,102-68.9% | $5,124-63.0% |