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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 | $110,778 | $79,955+38.6% | $98,450+12.5% | $75,181+47.3% |
| Participation rate | 52.7% | 70.4%-17.6pp | 75.2%-22.4pp | 67.2%-14.5pp |
| Annual return | 16.34% | 19.75%-3.4pp | 21.16%-4.8pp | 160.69%-144.3pp |
| Employer contribution / active EE | $598 | $2,264-73.6% | $3,049-80.4% | $2,671-77.6% |
| Participant deferral / active EE | $2,389 | $3,752-36.3% | $4,739-49.6% | $4,126-42.1% |
| Admin fee / account holder | $3,299 | $6,841-51.8% | $8,961-63.2% | $5,650-41.6% |