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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 | $72,607+46.5% | $90,259+17.9% | $87,485+21.6% |
| Participation rate | 22.0% | 64.8%-42.9pp | 70.7%-48.8pp | 68.9%-47.0pp |
| Annual return | 15.13% | 18.59%-3.5pp | 18.88%-3.8pp | 26.06%-10.9pp |
| Employer contribution / active EE | $543 | $1,919-71.7% | $2,291-76.3% | $2,596-79.1% |
| Participant deferral / active EE | $1,561 | $3,055-48.9% | $3,827-59.2% | $4,274-63.5% |
| Admin fee / account holder | $1,381 | $5,947-76.8% | $7,267-81.0% | $7,775-82.2% |