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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 | $114,775 | $59,839+91.8% | $81,991+40.0% | $79,852+43.7% |
| Participation rate | 34.6% | 61.6%-27.0pp | 69.3%-34.6pp | 69.6%-35.0pp |
| Annual return | 19.41% | 17.56%+1.9pp | 41.31%-21.9pp | 31.72%-12.3pp |
| Employer contribution / active EE | $996 | $1,713-41.8% | $2,498-60.1% | $2,471-59.7% |
| Participant deferral / active EE | $2,102 | $2,695-22.0% | $3,722-43.5% | $3,740-43.8% |
| Admin fee / account holder | $2,585 | $4,287-39.7% | $5,665-54.4% | $5,306-51.3% |