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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 | $112,561 | $64,890+73.5% | $134,172-16.1% | $67,986+65.6% |
| Participation rate | 28.3% | 48.5%-20.2pp | 72.5%-44.1pp | 57.2%-28.9pp |
| Annual return | 14.02% | 16.12%-2.1pp | 25.30%-11.3pp | 31.67%-17.6pp |
| Employer contribution / active EE | $458 | $1,360-66.3% | $3,420-86.6% | $2,019-77.3% |
| Participant deferral / active EE | $1,487 | $2,289-35.0% | $4,690-68.3% | $3,358-55.7% |
| Admin fee / account holder | $5,356 | $3,140+70.5% | $12,016-55.4% | $3,203+67.2% |