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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 | $101,603 | $54,541+86.3% | $78,778+29.0% | $70,126+44.9% |
| Participation rate | 47.1% | 60.8%-13.7pp | 69.2%-22.1pp | 69.5%-22.5pp |
| Annual return | 13.03% | 21.07%-8.0pp | 35.62%-22.6pp | 73.15%-60.1pp |
| Employer contribution / active EE | $752 | $1,089-31.0% | $1,986-62.2% | $2,343-67.9% |
| Participant deferral / active EE | $1,883 | $2,210-14.8% | $2,958-36.3% | $3,332-43.5% |
| Admin fee / account holder | $2,149 | $3,709-42.1% | $5,134-58.1% | $4,645-53.7% |