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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 | $96,091 | $73,787+30.2% | $98,716-2.7% | $82,448+16.5% |
| Participation rate | 41.7% | 61.4%-19.7pp | 69.3%-27.6pp | 68.1%-26.4pp |
| Annual return | 22.32% | 18.57%+3.8pp | 31.81%-9.5pp | 41.64%-19.3pp |
| Employer contribution / active EE | $473 | $1,511-68.7% | $2,279-79.2% | $2,551-81.4% |
| Participant deferral / active EE | $1,700 | $3,081-44.8% | $4,048-58.0% | $4,139-58.9% |
| Admin fee / account holder | $7,702 | $6,500+18.5% | $8,703-11.5% | $7,234+6.5% |