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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 | $105,112 | $57,119+84.0% | $85,187+23.4% | $80,935+29.9% |
| Participation rate | 20.0% | 56.4%-36.4pp | 67.5%-47.5pp | 67.7%-47.7pp |
| Annual return | 12.09% | 21.70%-9.6pp | 66.67%-54.6pp | 35.66%-23.6pp |
| Employer contribution / active EE | $655 | $1,802-63.6% | $2,732-76.0% | $2,757-76.2% |
| Participant deferral / active EE | $1,830 | $3,115-41.3% | $4,525-59.6% | $4,299-57.4% |
| Admin fee / account holder | $1,233 | $4,990-75.3% | $6,162-80.0% | $6,924-82.2% |