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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 | $109,219 | $58,851+85.6% | $115,170-5.2% | $72,975+49.7% |
| Participation rate | 32.4% | 65.5%-33.1pp | 75.9%-43.5pp | 69.5%-37.1pp |
| Annual return | 24.53% | 23.16%+1.4pp | 35.60%-11.1pp | 81.01%-56.5pp |
| Employer contribution / active EE | $835 | $1,798-53.5% | $3,179-73.7% | $2,440-65.8% |
| Participant deferral / active EE | $2,364 | $2,643-10.5% | $4,169-43.3% | $3,608-34.5% |
| Admin fee / account holder | $1,742 | $6,370-72.7% | $7,089-75.4% | $5,124-66.0% |