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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 | $109,984 | $76,551+43.7% | $123,894-11.2% | $62,881+74.9% |
| Participation rate | 27.3% | 73.0%-45.7pp | 81.4%-54.1pp | 69.3%-42.0pp |
| Annual return | 10.47% | 18.68%-8.2pp | 47.52%-37.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $536 | $2,882-81.4% | $4,617-88.4% | $2,281-76.5% |
| Participant deferral / active EE | $2,121 | $4,840-56.2% | $5,984-64.6% | $3,203-33.8% |
| Admin fee / account holder | $805 | $4,826-83.3% | $8,357-90.4% | $4,296-81.3% |