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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 | $86,922+18.6% | $102,438+0.6% | $80,874+27.4% |
| Participation rate | 33.9% | 72.4%-38.5pp | 76.5%-42.6pp | 67.6%-33.7pp |
| Annual return | 14.28% | 18.90%-4.6pp | 29.37%-15.1pp | 35.62%-21.3pp |
| Employer contribution / active EE | $761 | $2,369-67.9% | $3,024-74.8% | $2,756-72.4% |
| Participant deferral / active EE | $2,272 | $4,119-44.8% | $5,054-55.0% | $4,297-47.1% |
| Admin fee / account holder | $5,518 | $8,050-31.5% | $9,448-41.6% | $6,935-20.4% |