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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 | $109,645 | $59,839+83.2% | $81,991+33.7% | $79,852+37.3% |
| Participation rate | 21.6% | 61.6%-40.0pp | 69.3%-47.6pp | 69.6%-48.0pp |
| Annual return | 15.51% | 17.56%-2.1pp | 41.31%-25.8pp | 31.72%-16.2pp |
| Employer contribution / active EE | $875 | $1,713-48.9% | $2,498-65.0% | $2,471-64.6% |
| Participant deferral / active EE | $1,762 | $2,695-34.6% | $3,722-52.7% | $3,740-52.9% |
| Admin fee / account holder | $873 | $4,287-79.6% | $5,665-84.6% | $5,306-83.5% |