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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 | $106,394 | $86,330+23.2% | $121,871-12.7% | $94,015+13.2% |
| Participation rate | 22.0% | 66.7%-44.7pp | 73.2%-51.2pp | 70.8%-48.9pp |
| Annual return | 15.13% | 14.95%+0.2pp | 13.57%+1.6pp | 17.84%-2.7pp |
| Employer contribution / active EE | $543 | $2,292-76.3% | $2,731-80.1% | $2,790-80.5% |
| Participant deferral / active EE | $1,561 | $3,146-50.4% | $4,318-63.9% | $4,249-63.3% |
| Admin fee / account holder | $1,381 | $7,346-81.2% | $11,551-88.0% | $8,951-84.6% |