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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 | $101,458 | $52,682+92.6% | $78,004+30.1% | $64,097+58.3% |
| Participation rate | 36.4% | 47.7%-11.3pp | 69.4%-33.1pp | 55.2%-18.8pp |
| Annual return | 17.29% | 22.45%-5.2pp | 31.07%-13.8pp | 34.64%-17.4pp |
| Employer contribution / active EE | $885 | $1,323-33.2% | $2,469-64.2% | $1,891-53.2% |
| Participant deferral / active EE | $2,274 | $2,346-3.1% | $4,092-44.4% | $3,080-26.2% |
| Admin fee / account holder | $4,790 | $5,420-11.6% | $7,578-36.8% | $3,454+38.7% |