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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 | $118,663 | $43,075+175.5% | $74,577+59.1% | $62,881+88.7% |
| Participation rate | 26.5% | 58.1%-31.6pp | 68.1%-41.6pp | 69.3%-42.8pp |
| Annual return | 8.52% | 17.50%-9.0pp | 20.47%-12.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $807 | $1,498-46.1% | $2,525-68.1% | $2,281-64.6% |
| Participant deferral / active EE | $2,345 | $2,389-1.9% | $3,458-32.2% | $3,203-26.8% |
| Admin fee / account holder | $804 | $2,840-71.7% | $4,138-80.6% | $4,296-81.3% |