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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 | $100,859 | $73,787+36.7% | $98,716+2.2% | $82,448+22.3% |
| Participation rate | 44.0% | 61.4%-17.4pp | 69.3%-25.3pp | 68.1%-24.1pp |
| Annual return | 17.41% | 18.57%-1.2pp | 31.81%-14.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $576 | $1,511-61.9% | $2,279-74.7% | $2,551-77.4% |
| Participant deferral / active EE | $2,627 | $3,081-14.7% | $4,048-35.1% | $4,139-36.5% |
| Admin fee / account holder | $766 | $6,500-88.2% | $8,703-91.2% | $7,234-89.4% |