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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 | $105,560 | $54,757+92.8% | $90,304+16.9% | $72,975+44.7% |
| Participation rate | 31.6% | 65.2%-33.6pp | 73.3%-41.7pp | 69.5%-37.9pp |
| Annual return | 20.80% | 30.63%-9.8pp | 78.13%-57.3pp | 81.01%-60.2pp |
| Employer contribution / active EE | $360 | $2,093-82.8% | $2,855-87.4% | $2,440-85.2% |
| Participant deferral / active EE | $1,324 | $2,887-54.2% | $3,885-65.9% | $3,608-63.3% |
| Admin fee / account holder | $1,427 | $3,973-64.1% | $5,354-73.3% | $5,124-72.1% |