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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 | $139,825 | $76,834+82.0% | $108,359+29.0% | $87,485+59.8% |
| Participation rate | 36.6% | 61.7%-25.1pp | 70.1%-33.5pp | 68.9%-32.3pp |
| Annual return | 15.31% | 19.09%-3.8pp | 36.89%-21.6pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,105 | $1,556-29.0% | $2,399-54.0% | $2,596-57.4% |
| Participant deferral / active EE | $2,635 | $3,100-15.0% | $4,137-36.3% | $4,274-38.3% |
| Admin fee / account holder | $1,537 | $6,537-76.5% | $9,741-84.2% | $7,775-80.2% |