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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 | $103,051 | $86,938+18.5% | $102,423+0.6% | $80,925+27.3% |
| Participation rate | 33.9% | 72.4%-38.5pp | 76.5%-42.6pp | 67.7%-33.8pp |
| Annual return | 14.28% | 18.89%-4.6pp | 29.42%-15.1pp | 35.65%-21.4pp |
| Employer contribution / active EE | $761 | $2,369-67.9% | $3,023-74.8% | $2,756-72.4% |
| Participant deferral / active EE | $2,272 | $4,120-44.9% | $5,054-55.1% | $4,299-47.2% |
| Admin fee / account holder | $5,518 | $8,053-31.5% | $9,455-41.6% | $6,940-20.5% |