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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 | $103,890 | $57,119+81.9% | $85,187+22.0% | $80,935+28.4% |
| Participation rate | 15.4% | 56.4%-41.0pp | 67.5%-52.1pp | 67.7%-52.3pp |
| Annual return | 15.18% | 21.70%-6.5pp | 66.67%-51.5pp | 35.66%-20.5pp |
| Employer contribution / active EE | $422 | $1,802-76.6% | $2,732-84.6% | $2,757-84.7% |
| Participant deferral / active EE | $3,160 | $3,115+1.5% | $4,525-30.2% | $4,299-26.5% |
| Admin fee / account holder | $389 | $4,990-92.2% | $6,162-93.7% | $6,924-94.4% |