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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 | $128,997 | $73,787+74.8% | $98,716+30.7% | $82,448+56.5% |
| Participation rate | 21.9% | 61.4%-39.5pp | 69.3%-47.4pp | 68.1%-46.2pp |
| Annual return | 12.86% | 18.57%-5.7pp | 31.81%-18.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $938 | $1,511-38.0% | $2,279-58.9% | $2,551-63.2% |
| Participant deferral / active EE | $1,313 | $3,081-57.4% | $4,048-67.6% | $4,139-68.3% |
| Admin fee / account holder | $4,562 | $6,500-29.8% | $8,703-47.6% | $7,234-36.9% |