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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 | $104,883 | $64,501+62.6% | $108,753-3.6% | $65,306+60.6% |
| Participation rate | 41.0% | 50.8%-9.8pp | 71.1%-30.1pp | 57.7%-16.7pp |
| Annual return | 15.37% | 21.09%-5.7pp | 37.47%-22.1pp | 21.94%-6.6pp |
| Employer contribution / active EE | $906 | $1,069-15.2% | $2,427-62.7% | $1,967-53.9% |
| Participant deferral / active EE | $2,182 | $2,401-9.1% | $4,115-47.0% | $2,959-26.3% |
| Admin fee / account holder | $5,417 | $4,971+9.0% | $10,320-47.5% | $3,480+55.7% |