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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 | $113,506 | $77,574+46.3% | $108,753+4.4% | $86,983+30.5% |
| Participation rate | 42.4% | 62.3%-19.9pp | 71.1%-28.7pp | 69.5%-27.1pp |
| Annual return | 11.75% | 18.42%-6.7pp | 37.47%-25.7pp | 25.83%-14.1pp |
| Employer contribution / active EE | $706 | $1,611-56.1% | $2,427-70.9% | $2,584-72.7% |
| Participant deferral / active EE | $1,979 | $3,128-36.7% | $4,115-51.9% | $4,194-52.8% |
| Admin fee / account holder | $2,790 | $6,529-57.3% | $10,320-73.0% | $7,856-64.5% |