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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 | $110,892 | $86,949+27.5% | $102,460+8.2% | $80,959+37.0% |
| Participation rate | 38.2% | 72.4%-34.1pp | 76.5%-38.3pp | 67.7%-29.4pp |
| Annual return | 14.95% | 18.89%-3.9pp | 29.47%-14.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $821 | $2,370-65.3% | $3,025-72.9% | $2,757-70.2% |
| Participant deferral / active EE | $4,316 | $4,121+4.7% | $5,056-14.6% | $4,300+0.4% |
| Admin fee / account holder | $10,795 | $8,048+34.1% | $9,460+14.1% | $6,925+55.9% |