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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 | $71,615+57.2% | $153,416-26.6% | $65,306+72.4% |
| Participation rate | 28.3% | 49.3%-20.9pp | 74.3%-46.0pp | 57.7%-29.3pp |
| Annual return | 14.02% | 12.62%+1.4pp | 17.84%-3.8pp | 21.94%-7.9pp |
| Employer contribution / active EE | $458 | $1,488-69.2% | $3,764-87.8% | $1,967-76.7% |
| Participant deferral / active EE | $1,487 | $2,236-33.5% | $4,723-68.5% | $2,959-49.7% |
| Admin fee / account holder | $5,356 | $3,498+53.1% | $13,095-59.1% | $3,480+53.9% |