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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 | $103,231 | $63,949+61.4% | $129,031-20.0% | $94,015+9.8% |
| Participation rate | 29.6% | 63.4%-33.8pp | 73.4%-43.7pp | 70.8%-41.2pp |
| Annual return | 14.75% | 17.56%-2.8pp | 34.67%-19.9pp | 17.84%-3.1pp |
| Employer contribution / active EE | $931 | $1,865-50.1% | $3,226-71.1% | $2,790-66.6% |
| Participant deferral / active EE | $2,770 | $3,686-24.9% | $5,217-46.9% | $4,249-34.8% |
| Admin fee / account holder | $498 | $5,523-91.0% | $13,208-96.2% | $8,951-94.4% |