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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 | $96,909 | $48,118+101.4% | $136,833-29.2% | $94,015+3.1% |
| Participation rate | 36.4% | 47.4%-11.0pp | 59.0%-22.7pp | 70.8%-34.5pp |
| Annual return | 19.83% | 14.65%+5.2pp | 35.32%-15.5pp | 17.84%+2.0pp |
| Employer contribution / active EE | $1,002 | $821+22.1% | $1,319-24.0% | $2,790-64.1% |
| Participant deferral / active EE | $2,945 | $1,651+78.4% | $2,441+20.7% | $4,249-30.7% |
| Admin fee / account holder | $1,008 | $3,059-67.0% | $4,706-78.6% | $8,951-88.7% |