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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 | $107,411 | $76,834+39.8% | $108,359-0.9% | $87,485+22.8% |
| Participation rate | 39.7% | 61.7%-22.0pp | 70.1%-30.4pp | 68.9%-29.2pp |
| Annual return | 15.80% | 19.09%-3.3pp | 36.89%-21.1pp | 26.06%-10.3pp |
| Employer contribution / active EE | $758 | $1,556-51.3% | $2,399-68.4% | $2,596-70.8% |
| Participant deferral / active EE | $1,396 | $3,100-55.0% | $4,137-66.3% | $4,274-67.3% |
| Admin fee / account holder | $1,855 | $6,537-71.6% | $9,741-81.0% | $7,775-76.1% |