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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 | $104,349 | $67,602+54.4% | $82,312+26.8% | $70,126+48.8% |
| Participation rate | 58.1% | 72.8%-14.6pp | 76.9%-18.8pp | 69.5%-11.4pp |
| Annual return | 15.57% | 21.57%-6.0pp | 25.88%-10.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $927 | $1,755-47.2% | $2,428-61.8% | $2,343-60.4% |
| Participant deferral / active EE | $2,610 | $2,987-12.6% | $3,706-29.6% | $3,332-21.6% |
| Admin fee / account holder | $4,711 | $4,512+4.4% | $5,608-16.0% | $4,645+1.4% |