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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 | $109,186 | $76,834+42.1% | $108,359+0.8% | $87,485+24.8% |
| Participation rate | 55.8% | 61.7%-6.0pp | 70.1%-14.4pp | 68.9%-13.2pp |
| Annual return | 15.65% | 19.09%-3.4pp | 36.89%-21.2pp | 26.06%-10.4pp |
| Employer contribution / active EE | $971 | $1,556-37.6% | $2,399-59.5% | $2,596-62.6% |
| Participant deferral / active EE | $1,873 | $3,100-39.6% | $4,137-54.7% | $4,274-56.2% |
| Admin fee / account holder | $1,395 | $6,537-78.7% | $9,741-85.7% | $7,775-82.1% |