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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 | $101,480 | $57,140+77.6% | $85,240+19.1% | $80,959+25.3% |
| Participation rate | 30.4% | 56.4%-26.1pp | 67.5%-37.2pp | 67.7%-37.3pp |
| Annual return | 25.29% | 21.71%+3.6pp | 66.75%-41.5pp | 35.67%-10.4pp |
| Employer contribution / active EE | $482 | $1,802-73.3% | $2,735-82.4% | $2,757-82.5% |
| Participant deferral / active EE | $2,609 | $3,115-16.3% | $4,527-42.4% | $4,300-39.3% |
| Admin fee / account holder | $954 | $4,992-80.9% | $6,165-84.5% | $6,925-86.2% |