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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 | $55,932+81.4% | $76,735+32.2% | $67,986+49.2% |
| Participation rate | 36.4% | 50.8%-14.4pp | 69.5%-33.1pp | 57.2%-20.8pp |
| Annual return | 17.29% | 23.10%-5.8pp | 29.77%-12.5pp | 31.67%-14.4pp |
| Employer contribution / active EE | $885 | $1,487-40.5% | $2,454-64.0% | $2,019-56.2% |
| Participant deferral / active EE | $2,274 | $2,558-11.1% | $4,088-44.4% | $3,358-32.3% |
| Admin fee / account holder | $4,790 | $4,907-2.4% | $7,189-33.4% | $3,203+49.5% |