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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 | $81,262+34.1% | $155,602-29.9% | $80,911+34.7% |
| Participation rate | 44.8% | 66.2%-21.4pp | 78.2%-33.4pp | 67.6%-22.8pp |
| Annual return | 23.61% | 33.34%-9.7pp | 64.81%-41.2pp | 35.63%-12.0pp |
| Employer contribution / active EE | $934 | $3,102-69.9% | $4,675-80.0% | $2,756-66.1% |
| Participant deferral / active EE | $2,694 | $3,451-21.9% | $5,629-52.1% | $4,297-37.3% |
| Admin fee / account holder | $3,193 | $7,992-60.0% | $15,923-79.9% | $6,935-54.0% |