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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 | $104,319 | $46,599+123.9% | $64,101+62.7% | $75,173+38.8% |
| Participation rate | 34.6% | 65.9%-31.3pp | 72.3%-37.7pp | 67.2%-32.6pp |
| Annual return | 19.58% | 26.06%-6.5pp | 33.72%-14.1pp | 160.72%-141.1pp |
| Employer contribution / active EE | $756 | $1,975-61.8% | $2,749-72.5% | $2,671-71.7% |
| Participant deferral / active EE | $2,093 | $2,837-26.2% | $3,881-46.1% | $4,126-49.3% |
| Admin fee / account holder | $1,357 | $2,956-54.1% | $3,070-55.8% | $5,651-76.0% |