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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 | $105,155 | $58,523+79.7% | $99,479+5.7% | $72,976+44.1% |
| Participation rate | 6.1% | 64.6%-58.6pp | 73.8%-67.8pp | 69.5%-63.4pp |
| Annual return | 20.15% | 28.51%-8.4pp | 30.72%-10.6pp | 81.02%-60.9pp |
| Employer contribution / active EE | $679 | $1,512-55.1% | $2,540-73.3% | $2,440-72.2% |
| Participant deferral / active EE | $1,333 | $2,606-48.8% | $3,619-63.2% | $3,608-63.0% |
| Admin fee / account holder | $1,080 | $4,102-73.7% | $6,253-82.7% | $5,124-78.9% |