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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 | $104,675 | $71,215+47.0% | $93,696+11.7% | $80,935+29.3% |
| Participation rate | 37.5% | 60.4%-22.9pp | 68.7%-31.2pp | 67.7%-30.2pp |
| Annual return | 12.10% | 11.27%+0.8pp | 133.74%-121.6pp | 35.66%-23.6pp |
| Employer contribution / active EE | $784 | $1,565-49.9% | $2,422-67.6% | $2,757-71.6% |
| Participant deferral / active EE | $1,402 | $4,037-65.3% | $4,417-68.3% | $4,299-67.4% |
| Admin fee / account holder | $2,668 | $6,958-61.7% | $8,287-67.8% | $6,924-61.5% |