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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 | $58,048+74.8% | $94,215+7.7% | $65,306+55.4% |
| Participation rate | 36.4% | 45.3%-9.0pp | 70.0%-33.6pp | 57.7%-21.3pp |
| Annual return | 17.29% | 19.61%-2.3pp | 28.22%-10.9pp | 21.94%-4.7pp |
| Employer contribution / active EE | $885 | $1,427-38.0% | $2,675-66.9% | $1,967-55.0% |
| Participant deferral / active EE | $2,274 | $2,407-5.5% | $4,276-46.8% | $2,959-23.2% |
| Admin fee / account holder | $4,790 | $4,610+3.9% | $10,216-53.1% | $3,480+37.7% |