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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 | $109,002 | $81,358+34.0% | $155,556-29.9% | $80,959+34.6% |
| Participation rate | 44.8% | 66.3%-21.4pp | 78.2%-33.4pp | 67.7%-22.8pp |
| Annual return | 23.61% | 33.39%-9.8pp | 64.84%-41.2pp | 35.67%-12.1pp |
| Employer contribution / active EE | $934 | $3,106-69.9% | $4,675-80.0% | $2,757-66.1% |
| Participant deferral / active EE | $2,694 | $3,455-22.0% | $5,631-52.2% | $4,300-37.4% |
| Admin fee / account holder | $3,193 | $7,994-60.1% | $15,885-79.9% | $6,925-53.9% |