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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 | $103,278 | $49,791+107.4% | $78,210+32.1% | $70,126+47.3% |
| Participation rate | 21.4% | 62.3%-40.9pp | 68.7%-47.3pp | 69.5%-48.1pp |
| Annual return | 13.33% | 20.75%-7.4pp | 40.90%-27.6pp | 73.15%-59.8pp |
| Employer contribution / active EE | $702 | $1,430-50.9% | $2,034-65.5% | $2,343-70.0% |
| Participant deferral / active EE | $3,277 | $2,150+52.4% | $2,823+16.1% | $3,332-1.6% |
| Admin fee / account holder | $3,878 | $3,181+21.9% | $3,758+3.2% | $4,645-16.5% |