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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 | $103,483 | $81,331+27.2% | $155,534-33.5% | $80,935+27.9% |
| Participation rate | 43.8% | 66.3%-22.5pp | 78.2%-34.5pp | 67.7%-23.9pp |
| Annual return | 26.48% | 33.37%-6.9pp | 64.92%-38.4pp | 35.66%-9.2pp |
| Employer contribution / active EE | $926 | $3,105-70.2% | $4,675-80.2% | $2,757-66.4% |
| Participant deferral / active EE | $2,368 | $3,454-31.4% | $5,630-57.9% | $4,299-44.9% |
| Admin fee / account holder | $1,623 | $7,999-79.7% | $15,900-89.8% | $6,924-76.6% |