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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 | $103,948 | $57,541+80.7% | $95,728+8.6% | $75,181+38.3% |
| Participation rate | 20.0% | 62.5%-42.5pp | 72.3%-52.3pp | 67.2%-47.2pp |
| Annual return | 18.01% | 34.93%-16.9pp | 28.40%-10.4pp | 160.69%-142.7pp |
| Employer contribution / active EE | $554 | $1,808-69.3% | $2,835-80.5% | $2,671-79.3% |
| Participant deferral / active EE | $1,964 | $3,074-36.1% | $4,245-53.7% | $4,126-52.4% |
| Admin fee / account holder | $444 | $4,099-89.2% | $5,673-92.2% | $5,650-92.1% |