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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 | $116,246 | $64,920+79.1% | $103,693+12.1% | $86,983+33.6% |
| Participation rate | 46.4% | 63.6%-17.2pp | 72.6%-26.2pp | 69.5%-23.1pp |
| Annual return | 14.85% | 30.29%-15.4pp | 47.61%-32.8pp | 25.83%-11.0pp |
| Employer contribution / active EE | $562 | $2,141-73.7% | $2,920-80.8% | $2,584-78.3% |
| Participant deferral / active EE | $1,442 | $3,241-55.5% | $4,579-68.5% | $4,194-65.6% |
| Admin fee / account holder | $769 | $6,191-87.6% | $7,858-90.2% | $7,856-90.2% |