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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 | $101,251 | $81,504+24.2% | $102,437-1.2% | $80,959+25.1% |
| Participation rate | 42.3% | 66.9%-24.5pp | 74.5%-32.2pp | 67.7%-25.4pp |
| Annual return | 14.25% | 25.60%-11.3pp | 24.95%-10.7pp | 35.67%-21.4pp |
| Employer contribution / active EE | $904 | $3,104-70.9% | $3,871-76.6% | $2,757-67.2% |
| Participant deferral / active EE | $2,536 | $3,871-34.5% | $5,060-49.9% | $4,300-41.0% |
| Admin fee / account holder | $1,398 | $6,719-79.2% | $8,388-83.3% | $6,925-79.8% |