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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 | $106,762 | $58,523+82.4% | $99,479+7.3% | $72,976+46.3% |
| Participation rate | 38.4% | 64.6%-26.3pp | 73.8%-35.5pp | 69.5%-31.1pp |
| Annual return | 24.57% | 28.51%-3.9pp | 30.72%-6.2pp | 81.02%-56.4pp |
| Employer contribution / active EE | $530 | $1,512-64.9% | $2,540-79.1% | $2,440-78.3% |
| Participant deferral / active EE | $2,053 | $2,606-21.2% | $3,619-43.3% | $3,608-43.1% |
| Admin fee / account holder | $984 | $4,102-76.0% | $6,253-84.3% | $5,124-80.8% |