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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 | $109,509 | $87,132+25.7% | $105,624+3.7% | $80,959+35.3% |
| Participation rate | 32.0% | 70.4%-38.4pp | 75.3%-43.3pp | 67.7%-35.7pp |
| Annual return | 12.71% | 17.03%-4.3pp | 116.20%-103.5pp | 35.67%-23.0pp |
| Employer contribution / active EE | $961 | $2,397-59.9% | $3,168-69.7% | $2,757-65.2% |
| Participant deferral / active EE | $3,079 | $3,985-22.8% | $5,013-38.6% | $4,300-28.4% |
| Admin fee / account holder | $474 | $8,449-94.4% | $10,961-95.7% | $6,925-93.2% |