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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 | $57,073+77.8% | $85,126+19.2% | $80,925+25.4% |
| Participation rate | 30.4% | 56.4%-26.0pp | 67.5%-37.2pp | 67.7%-37.3pp |
| Annual return | 25.29% | 21.69%+3.6pp | 66.63%-41.3pp | 35.65%-10.4pp |
| Employer contribution / active EE | $482 | $1,801-73.3% | $2,731-82.4% | $2,756-82.5% |
| Participant deferral / active EE | $2,609 | $3,113-16.2% | $4,523-42.3% | $4,299-39.3% |
| Admin fee / account holder | $954 | $4,988-80.9% | $6,160-84.5% | $6,940-86.3% |