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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 | $103,611 | $55,713+86.0% | $75,894+36.5% | $72,983+42.0% |
| Participation rate | 30.3% | 61.1%-30.8pp | 69.3%-39.0pp | 69.5%-39.2pp |
| Annual return | 17.54% | 27.60%-10.1pp | 30.76%-13.2pp | 81.01%-63.5pp |
| Employer contribution / active EE | $936 | $1,687-44.5% | $2,501-62.6% | $2,440-61.6% |
| Participant deferral / active EE | $2,332 | $2,634-11.5% | $3,603-35.3% | $3,608-35.4% |
| Admin fee / account holder | $12,106 | $3,980+204.1% | $5,420+123.4% | $5,124+136.3% |