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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 | $110,621 | $65,246+69.5% | $98,716+12.1% | $67,986+62.7% |
| Participation rate | 33.5% | 51.4%-17.9pp | 69.3%-35.7pp | 57.2%-23.7pp |
| Annual return | 16.65% | 20.58%-3.9pp | 31.81%-15.2pp | 31.67%-15.0pp |
| Employer contribution / active EE | $739 | $1,042-29.1% | $2,279-67.6% | $2,019-63.4% |
| Participant deferral / active EE | $2,603 | $2,594+0.3% | $4,048-35.7% | $3,358-22.5% |
| Admin fee / account holder | $2,515 | $4,561-44.9% | $8,703-71.1% | $3,203-21.5% |