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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 | $57,590+79.2% | $86,233+19.7% | $82,448+25.2% |
| Participation rate | 29.6% | 57.9%-28.2pp | 69.0%-39.4pp | 68.1%-38.4pp |
| Annual return | 14.75% | 22.41%-7.7pp | 61.39%-46.6pp | 41.64%-26.9pp |
| Employer contribution / active EE | $931 | $1,655-43.8% | $2,504-62.8% | $2,551-63.5% |
| Participant deferral / active EE | $2,770 | $3,080-10.1% | $4,559-39.2% | $4,139-33.1% |
| Admin fee / account holder | $498 | $4,730-89.5% | $8,342-94.0% | $7,234-93.1% |