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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 | $106,609 | $75,541+41.1% | $152,093-29.9% | $82,637+29.0% |
| Participation rate | 26.7% | 66.5%-39.9pp | 77.8%-51.1pp | 68.1%-41.4pp |
| Annual return | 22.04% | 32.56%-10.5pp | 66.36%-44.3pp | 53.51%-31.5pp |
| Employer contribution / active EE | $930 | $2,622-64.5% | $4,175-77.7% | $2,552-63.6% |
| Participant deferral / active EE | $2,899 | $3,206-9.6% | $5,451-46.8% | $4,126-29.8% |
| Admin fee / account holder | $2,122 | $6,405-66.9% | $14,497-85.4% | $7,339-71.1% |